2023 Form 5500 filing — Hillyard 401(K) 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 20241015184917NAL0050953968001) for Hillyard 401(K) Plan, reported by Hillyard Industries, Inc. under EIN 44-0284100 and plan number 004. It reports 1,179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015184917NAL0050953968001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hillyard Industries, Inc.
- EIN
- 44-0284100
- Plan number
- 004
- Location
- Saint Joseph, MO
- Participants
- 1,179
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,881,250
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $140,881,250
- Employer contributions
- $4,672,992
- Participant contributions
- $6,236,474
- Total income / additions
- $31,458,236
- Benefits paid
- $12,625,169
- Administrative expenses
- $36,998
- Total expenses
- $12,667,909
- Net increase / (decrease)
- $18,790,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $48,791 | not reported in the loaded dataset |
| Resources Investment Advisors, LLC | INVESTMENT ADVISOR | $48,000 | not reported in the loaded dataset |
| Grant Thornton Llp | ACCOUNTANT/AUDITOR | $0 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$76,026 | $0 |