2023 Form 5500 filing — Hurt & Proffitt, Inc. 401(K) Profit Sharing 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 20241008072812NAL0016272977001) for Hurt & Proffitt, Inc. 401(K) Profit Sharing Plan, reported by Hurt & Proffitt, Inc. under EIN 54-0924377 and plan number 001. It reports 182 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)$13MReported net assets$12,983,215
Participants182
Provider compensation$35.1K1 Schedule C row(s)$35,081
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008072812NAL0016272977001
Plan sponsor
Hurt & Proffitt, Inc.
EIN
54-0924377
Plan number
001
Location
Lynchburg, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$13M total assets
Net assets$13MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$663.6K
Benefits paid / distributions$628.6K
Contributions
Employer$336.8K
Participant$797.7K
Full reported line items
Total assets (EOY)
$12,983,215
Total liabilities (EOY)
$0
Net assets (EOY)
$12,983,215
Employer contributions
$336,836
Participant contributions
$797,708
Total income / additions
$3,043,100
Benefits paid
$628,563
Administrative expenses
$35,081
Total expenses
$663,644
Net increase / (decrease)
$2,379,456
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $35.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008072812NAL0016272977001 cover?
It is the 2023 Form 5500 filing for Hurt & Proffitt, Inc. 401(K) Profit Sharing Plan, reported by Hurt & Proffitt, Inc. (EIN 54-0924377).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages