2023 Form 5500 filing — Hartfiel Automation, Inc. 401(K) Profit Sharing 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 20240726081338NAL0026042272001) for Hartfiel Automation, Inc. 401(K) Profit Sharing Plan, reported by Hartfiel Automation, Inc. under EIN 41-0874525 and plan number 001. It reports 298 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726081338NAL0026042272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartfiel Automation, Inc.
- EIN
- 41-0874525
- Plan number
- 001
- Location
- Eden Prairie, MN
- Participants
- 298
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,421,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,421,849
- Employer contributions
- $690,149
- Participant contributions
- $1,340,250
- Total income / additions
- $5,824,349
- Benefits paid
- $2,723,262
- Administrative expenses
- $30,976
- Total expenses
- $2,754,238
- Net increase / (decrease)
- $3,070,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | TPA | $0 | $11,207 |
| Ascensus | SERVICE PROVIDER | $7,215 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | SERVICE PROVIDER | $5,650 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |