2023 Form 5500 filing — Robert C. Hatton, Inc/Performance Napa, LLC P.S 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 20241015160133NAL0016824931001) for Robert C. Hatton, Inc/Performance Napa, LLC P.S Plan, reported by Robert C. Hatton, Inc. under EIN 59-1116726 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160133NAL0016824931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert C. Hatton, Inc.
- EIN
- 59-1116726
- Plan number
- 003
- Location
- Pahokee, FL
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,763,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,763,598
- Employer contributions
- $0
- Participant contributions
- $191,449
- Total income / additions
- $405,812
- Benefits paid
- $75,687
- Administrative expenses
- $460
- Total expenses
- $76,147
- Net increase / (decrease)
- $329,665
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Aimpoint Group, LLC | THIRD PARTY ADMIN | $0 | $5,992 |