2023 Form 5500 filing — Hrm Enterprises, 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 20240925152835NAL0029544082001) for Hrm Enterprises, Inc. 401(K) Plan, reported by Hrm Enterprises, Inc. under EIN 34-1147264 and plan number 001. It reports 727 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240925152835NAL0029544082001
Filing year
2023
Form type
2
Plan sponsor
Hrm Enterprises, Inc.
EIN
34-1147264
Plan number
001
Location
Hartville, OH
Participants
727
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,061,521
Total liabilities (EOY)
$0
Net assets (EOY)
$19,061,521
Employer contributions
$704,121
Participant contributions
$1,394,153
Total income / additions
$5,056,098
Benefits paid
$1,448,169
Administrative expenses
$79,603
Total expenses
$1,527,772
Net increase / (decrease)
$3,528,326
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$46,957$72
Everence Trust CompanyNONE$32,646not reported in the loaded dataset

Related Form 5500 pages