2023 Form 5500 filing — Hendricks Group 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 20240910130709NAL0013171282001) for Hendricks Group 401(K) Plan, reported by Hendricks Holding Co., Inc. under EIN 39-2016366 and plan number 001. It reports 3,203 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910130709NAL0013171282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hendricks Holding Co., Inc.
- EIN
- 39-2016366
- Plan number
- 001
- Location
- Beloit, WI
- Participants
- 3,203
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,875,171
- Total liabilities (EOY)
- $93
- Net assets (EOY)
- $61,875,078
- Employer contributions
- $4,143,619
- Participant contributions
- $7,228,979
- Total income / additions
- $23,335,452
- Benefits paid
- $6,468,238
- Administrative expenses
- $237,178
- Total expenses
- $6,784,846
- Net increase / (decrease)
- $16,550,606
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $127,658 | not reported in the loaded dataset |
| Kestra Investment Services | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | TRUSTEE | $36,939 | $0 |
| Minuteman Press | PARTICIPANT COMMUNICATIO | $11,411 | not reported in the loaded dataset |
| Wipfli Llp | AUDITOR | $9,000 | not reported in the loaded dataset |