2023 Form 5500 filing — Hadley 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 20250605111820NAL0032331810001) for Hadley 401(K) Plan, reported by Fort Smith 3, Inc. under EIN 63-0731784 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250605111820NAL0032331810001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fort Smith 3, Inc.
- EIN
- 63-0731784
- Plan number
- 001
- Location
- Ft. Smith, AR
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,578,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,578,083
- Employer contributions
- $35,551
- Participant contributions
- $282,908
- Total income / additions
- $640,528
- Benefits paid
- $224,000
- Administrative expenses
- $32,545
- Total expenses
- $284,982
- Net increase / (decrease)
- $355,546
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,230 | $0 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $10,185 | not reported in the loaded dataset |
| Bkd Llp | AUDITOR | $5,250 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,880 | not reported in the loaded dataset |