2023 Form 5500 filing — Hni Corporation Profit-Sharing Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716144516NAL0001871187001) for Hni Corporation Profit-Sharing Retirement Plan, reported by Hni Corporation under EIN 42-0617510 and plan number 001. It reports 10,949 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716144516NAL0001871187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hni Corporation
- EIN
- 42-0617510
- Plan number
- 001
- Location
- Muscatine, IA
- Participants
- 10,949
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,016,830,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,016,830,135
- Employer contributions
- $27,654,456
- Participant contributions
- $37,828,272
- Total income / additions
- $235,744,635
- Benefits paid
- $113,265,034
- Administrative expenses
- $612,636
- Total expenses
- $113,904,766
- Net increase / (decrease)
- $121,839,869
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations Co | N/A | $413,317 | $0 |
| Capfinancial Partners Ll | N/A | $118,111 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | N/A | $63,484 | not reported in the loaded dataset |
| Economic Group Pension Services, In | N/A | $21,858 | not reported in the loaded dataset |