2023 Form 5500 filing — The C. D. Hartnett Company Employees 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 20241015170135NAL0015129987001) for The C. D. Hartnett Company Employees Profit Sharing Plan, reported by Mclane Express, Inc. under EIN 20-1441131 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170135NAL0015129987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mclane Express, Inc.
- EIN
- 20-1441131
- Plan number
- 001
- Location
- Weatherford, TX
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,321,487
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,321,487
- Employer contributions
- $300,000
- Participant contributions
- $48,339
- Total income / additions
- $836,986
- Benefits paid
- $483,787
- Administrative expenses
- $51,394
- Total expenses
- $535,181
- Net increase / (decrease)
- $301,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Luther King Capital Management | INVESTMENT ADVISORY | $22,794 | not reported in the loaded dataset |
| Weaver & Tidwell | PROFESSIONAL | $14,935 | not reported in the loaded dataset |
| Futureplan By Ascensus | PROFESSIONAL 1 | $6,933 | not reported in the loaded dataset |
| Frost Bank Fees | CONTRACT ADMINISTRATOR | $6,733 | not reported in the loaded dataset |