2023 Form 5500 filing — Hanson Distributing Profit Sharing And Retirement Savings Fund
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 20240917140644NAL0002894065001) for Hanson Distributing Profit Sharing And Retirement Savings Fund, reported by Hanson Distributing Company under EIN 95-2855792 and plan number 001. It reports 480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917140644NAL0002894065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hanson Distributing Company
- EIN
- 95-2855792
- Plan number
- 001
- Location
- Azusa, CA
- Participants
- 480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,475,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,475,858
- Participant contributions
- $471,970
- Total income / additions
- $1,714,261
- Benefits paid
- $280,532
- Administrative expenses
- $62,914
- Total expenses
- $379,380
- Net increase / (decrease)
- $1,334,881
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $33,826 | $0 |
| Merrill Lynch | CONSULTANT | $29,088 | $16 |