2023 Form 5500 filing — The Honey Baked Ham Company, LLC 401k Plan And Trust

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 20240718154459NAL0009651072001) for The Honey Baked Ham Company, LLC 401k Plan And Trust, reported by The Honey Baked Ham Company, LLC under EIN 47-3373810 and plan number 001. It reports 1,642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.5MReported net assets$33,501,342
Participants1.6K1,642
Provider compensation$51.9K2 Schedule C row(s)$51,855
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718154459NAL0009651072001
Plan sponsor
The Honey Baked Ham Company, LLC
EIN
47-3373810
Plan number
001
Location
Alpharetta, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.5M total assets
Net assets$33.5MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$4.2M
Benefits paid / distributions$4.1M
Contributions
Employer$1.2M
Participant$2.6M
Full reported line items
Total assets (EOY)
$33,501,342
Total liabilities (EOY)
$0
Net assets (EOY)
$33,501,342
Employer contributions
$1,228,226
Participant contributions
$2,554,486
Total income / additions
$9,104,121
Benefits paid
$4,131,940
Administrative expenses
$51,855
Total expenses
$4,186,736
Net increase / (decrease)
$4,917,385

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Clear Investment Research LLCINVESTMENT ADVISOR$35,777not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$16,078$0

Related Form 5500 pages