2023 Form 5500 filing — Hts Employees' 401(K) 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 20240823155034NAL0006520673001) for Hts Employees' 401(K) Plan, reported by Heat Treating Services Corporation Of America under EIN 38-2230651 and plan number 001. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240823155034NAL0006520673001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heat Treating Services Corporation Of America
- EIN
- 38-2230651
- Plan number
- 001
- Location
- Pontiac, MI
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,756,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,756,010
- Employer contributions
- $149,325
- Participant contributions
- $547,372
- Total income / additions
- $2,180,151
- Benefits paid
- $1,575,849
- Administrative expenses
- $48,088
- Total expenses
- $1,674,056
- Net increase / (decrease)
- $506,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $22,619 | $0 |
| Onedigital Investment Advisors LLC | ADVISOR | $11,126 | not reported in the loaded dataset |
| Resources Investment Advisors, Inc. | ADVISOR | $10,858 | not reported in the loaded dataset |