2023 Form 5500 filing — Hartmann Usa, Inc. 401(K) Retirement 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 20240913102615NAL0019541682001) for Hartmann Usa, Inc. 401(K) Retirement Plan, reported by Hartmann Usa, Inc. under EIN 06-1279196 and plan number 002. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913102615NAL0019541682001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartmann Usa, Inc.
- EIN
- 06-1279196
- Plan number
- 002
- Location
- Rock Hill, SC
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,735,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,735,390
- Employer contributions
- $408,076
- Participant contributions
- $802,408
- Total income / additions
- $3,468,180
- Benefits paid
- $1,798,060
- Administrative expenses
- $9,222
- Total expenses
- $1,807,282
- Net increase / (decrease)
- $1,660,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bkd Llp | ACCOUNTANT/AUDITOR | $13,000 | not reported in the loaded dataset |
| Tuggle Duggins P.A. | ATTORNEY/LEGAL | $5,918 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$10,254 | $0 |