Hartmann Usa, Inc. 401(K) Retirement Plan — Form 5500 plan (Hartmann Usa, Inc.)

Plain-English plan 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, Hartmann Usa, Inc. 401(K) Retirement Plan is a benefit plan reported by Hartmann Usa, Inc. under EIN 06-1279196 and plan number 002. The latest loaded filing year is 2023. The filing reports 131 participants and $11,735,390 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hartmann Usa, Inc.
EIN
06-1279196
Plan number
002
Plan type
2
Location
Rock Hill, SC
Latest filing year
2023
Participants
131
End-of-year plan assets
$11,735,390

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023131H, C20240913102615NAL0019541682001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,735,390
Total liabilities (EOY)
$0
Net assets (EOY)
$11,735,390
Net assets (BOY)
$10,074,492

Income & contributions

Employer contributions
$408,076
Participant contributions
$802,408
Total contributions
$1,265,407
Total income / additions
$3,468,180

Expenses & distributions

Benefits paid
$1,798,060
Administrative expenses
$9,222
Total expenses
$1,807,282
Net increase / (decrease)
$1,660,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bkd LlpACCOUNTANT/AUDITOR$13,000not reported in the loaded dataset2023
Tuggle Duggins P.A.ATTORNEY/LEGAL$5,918not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$10,254$02023

Related Form 5500 pages