2023 Form 5500 filing — Hennessy 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 20241001105553NAL0012163168001) for Hennessy 401(K) Plan, reported by Hennessy Cadillac, Inc. under EIN 58-0942545 and plan number 001. It reports 1,248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$65.3MReported net assets$65,264,991
Participants1.2K1,248
Provider compensation$101.8K3 Schedule C row(s)$101,830
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001105553NAL0012163168001
Plan sponsor
Hennessy Cadillac, Inc.
EIN
58-0942545
Plan number
001
Location
Morrow, GA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$65.3M total assets
Net assets$65.3MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$833.2K
Participant$3.6M
Full reported line items
Total assets (EOY)
$65,264,991
Total liabilities (EOY)
$0
Net assets (EOY)
$65,264,991
Employer contributions
$833,181
Participant contributions
$3,587,384
Total income / additions
$15,940,842
Benefits paid
$5,847,076
Administrative expenses
$101,830
Total expenses
$5,948,906
Net increase / (decrease)
$9,991,936
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $53.2K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $28K
  3. 3
    INVESTMENT MGMT · Direct $20.6K

Related Form 5500 pages