2023 Form 5500 filing — The Hickory Farms Employee Savings And Retirement 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 20241115112532NAL0000500451001) for The Hickory Farms Employee Savings And Retirement Plan, reported by Hickory Farms, LLC under EIN 34-1533409 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115112532NAL0000500451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hickory Farms, LLC
- EIN
- 34-1533409
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,156,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,156,111
- Employer contributions
- $370,788
- Participant contributions
- $874,628
- Total income / additions
- $2,678,669
- Benefits paid
- $1,955,667
- Administrative expenses
- $38,709
- Total expenses
- $1,994,376
- Net increase / (decrease)
- $684,293
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mesirow Financial Investment Manage | INVESTMENT ADVISOR | $22,129 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,089 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT MGMT | $6,476 | not reported in the loaded dataset |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $2,015 | not reported in the loaded dataset |