2023 Form 5500 filing — Hat Creek Construction & Materials, 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 20241004122030NAL0012202289001) for Hat Creek Construction & Materials, Inc. 401(K) Plan, reported by Hat Creek Construction & Materials, Inc. under EIN 68-0203789 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.2MReported net assets$10,213,137
Participants186
Provider compensation$67K3 Schedule C row(s)$66,966
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004122030NAL0012202289001
- Plan sponsor
- Hat Creek Construction & Materials, Inc.
- EIN
- 68-0203789
- Plan number
- 002
- Location
- Burney, CA
- 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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,213,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,213,137
- Employer contributions
- $1,362,885
- Participant contributions
- $491,747
- Total income / additions
- $3,334,809
- Benefits paid
- $979,618
- Administrative expenses
- $65,285
- Total expenses
- $1,044,903
- Net increase / (decrease)
- $2,289,906
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance | RECORDKEEPER | $33,005 | $0 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY - PL | $25,558 | not reported in the loaded dataset |
| Nexus Administators, Inc. | TPA | $8,286 | $117 |