Hatchett Corporate, LLC 401(K) Retirement Plan — Form 5500 plan (Hatchett Corporate LLC)
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, Hatchett Corporate, LLC 401(K) Retirement Plan is a benefit plan reported by Hatchett Corporate LLC under EIN 87-3188109 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $12,036,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hatchett Corporate LLC
- EIN
- 87-3188109
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $12,036,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241015122157NAL0016370627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,036,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,036,060
- Net assets (BOY)
- $11,009,484
Income & contributions
- Employer contributions
- $279,677
- Participant contributions
- $953,472
- Total contributions
- $1,260,419
- Total income / additions
- $2,917,990
Expenses & distributions
- Benefits paid
- $1,811,459
- Administrative expenses
- $79,955
- Total expenses
- $1,891,414
- Net increase / (decrease)
- $1,026,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors LLC | INVESTMENT ADVISOR | $37,902 | not reported in the loaded dataset | 2023 |
| Hightower 6m Holdings LLC | INVESTMENT ADVISOR | $18,664 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,429 | $0 | 2023 |
| Swindoll Janzen Hawk And Loyd LLC | AUDITOR | $8,004 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | CONTRACT ADMIN | $3,300 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,567 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $2,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hatchett Corporate LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Hightower Advisors LLC — Schedule C compensation
- Hightower 6m Holdings LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Swindoll Janzen Hawk And Loyd LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation