2023 Form 5500 filing — Austin Hardware & Supply, 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 20240729071635NAL0019083825001) for Austin Hardware & Supply, Inc. 401(K) Profit Sharing Plan, reported by Austin Hardware & Supply, Inc. under EIN 43-0887563 and plan number 001. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729071635NAL0019083825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Austin Hardware & Supply, Inc.
- EIN
- 43-0887563
- Plan number
- 001
- Location
- Lees Summit, MO
- Participants
- 213
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,446,051
- Total liabilities (EOY)
- $20,491
- Net assets (EOY)
- $33,425,560
- Employer contributions
- $1,401,801
- Participant contributions
- $601,002
- Total income / additions
- $5,966,087
- Benefits paid
- $660,842
- Administrative expenses
- $71,997
- Total expenses
- $732,839
- Net increase / (decrease)
- $5,233,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $36,482 | $0 |
| Lion Street Advisors, LLC | NONE | $35,515 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $0 | $4,894 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |