Hat Creek Construction & Materials, Inc. 401(K) Plan — Form 5500 plan (Hat Creek Construction & Materials, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hat Creek Construction & Materials, Inc. 401(K) Plan is a benefit plan reported by Hat Creek Construction & Materials, Inc. under EIN 68-0203789 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $10,213,137 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,213,137
Participants186Covered participants reported
Assets / participant$54.9KComputed: assets ÷ participants$54,909 (computed)
Provider compensation$67K3 Schedule C provider row(s)$66,966
Plan sponsor
Hat Creek Construction & Materials, Inc.
EIN
68-0203789
Plan number
002
Plan type
2
Location
Burney, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241004122030NAL0012202289001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1M
Benefits paid / distributions$979.6K
Contributions
Employer$1.4M
Participant$491.7K
Full reported line items

Net assets

Total assets (EOY)
$10,213,137
Total liabilities (EOY)
$0
Net assets (EOY)
$10,213,137
Net assets (BOY)
$7,923,231

Income & contributions

Employer contributions
$1,362,885
Participant contributions
$491,747
Total contributions
$1,854,632
Total income / additions
$3,334,809

Expenses & distributions

Benefits paid
$979,618
Administrative expenses
$65,285
Total expenses
$1,044,903
Net increase / (decrease)
$2,289,906
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 73%Participant 27%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life InsuranceRECORDKEEPER$33,005$02023
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY - PL$25,558not reported in the loaded dataset2023
Nexus Administators, Inc.TPA$8,286$1172023

Related Form 5500 pages