2023 Form 5500 filing — Hartzell Engine Technologies, LLC 401(K) Retirement Savings 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 20241011140256NAL0010996339001) for Hartzell Engine Technologies, LLC 401(K) Retirement Savings Plan, reported by Hartzell Engine Technologies, LLC under EIN 27-3462577 and plan number 001. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011140256NAL0010996339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hartzell Engine Technologies, LLC
- EIN
- 27-3462577
- Plan number
- 001
- Location
- Piqua, OH
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,795,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,795,292
- Employer contributions
- $495,203
- Participant contributions
- $566,495
- Total income / additions
- $2,081,950
- Benefits paid
- $165,754
- Administrative expenses
- $7,268
- Total expenses
- $184,723
- Net increase / (decrease)
- $1,897,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,036 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,671 | $0 |
| Hartzell Engine Technologies | OTHER | $6,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,524 | not reported in the loaded dataset |