2023 Form 5500 filing — Hopkinsville Elevator Company 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 20240930104512NAL0005586353001) for Hopkinsville Elevator Company 401(K) Plan, reported by Hopkinsville Elevator Company, Inc. under EIN 61-0674058 and plan number 002. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930104512NAL0005586353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hopkinsville Elevator Company, Inc.
- EIN
- 61-0674058
- Plan number
- 002
- Location
- Hopkinsville, KY
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,081,452
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,081,452
- Employer contributions
- $429,441
- Participant contributions
- $677,528
- Total income / additions
- $3,189,192
- Benefits paid
- $419,010
- Administrative expenses
- $31,831
- Total expenses
- $450,841
- Net increase / (decrease)
- $2,738,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | ADVISOR | $30,237 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,594 | $0 |