2023 Form 5500 filing — Handi Quilter, Inc. 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 20240924132337NAL0013031697001) for Handi Quilter, Inc. 401(K) Plan, reported by Handi Quilter, Inc. under EIN 26-3861600 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924132337NAL0013031697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Handi Quilter, Inc.
- EIN
- 26-3861600
- Plan number
- 001
- Location
- North Salt Lake, UT
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,585,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,585,559
- Employer contributions
- $185,253
- Participant contributions
- $470,470
- Total income / additions
- $1,291,043
- Benefits paid
- $496,270
- Administrative expenses
- $25,206
- Total expenses
- $521,638
- Net increase / (decrease)
- $769,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa Inc | RIA | $5,205 | $0 |
| Kestra Advisory Services | RIA | $2,772 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,079 | $0 |