2023 Form 5500 filing — Hartzell Propeller, 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 20241011140035NAL0022888065001) for Hartzell Propeller, Inc. 401(K) Profit Sharing Plan, reported by Hartzell Propeller, Inc. under EIN 31-1258121 and plan number 003. It reports 458 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140035NAL0022888065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartzell Propeller, Inc.
- EIN
- 31-1258121
- Plan number
- 003
- Location
- Piqua, OH
- Participants
- 458
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,197,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,197,655
- Employer contributions
- $2,920,447
- Participant contributions
- $3,198,911
- Total income / additions
- $16,743,184
- Benefits paid
- $3,302,152
- Administrative expenses
- $168,709
- Total expenses
- $3,475,389
- Net increase / (decrease)
- $13,267,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $80,960 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $75,887 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,862 | not reported in the loaded dataset |