H&K Equipment, Inc 401(K) Plan — Form 5500 plan (H&K Equipment, 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, H&K Equipment, Inc 401(K) Plan is a benefit plan reported by H&K Equipment, Inc under EIN 25-1437196 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $21,722,621 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H&K Equipment, Inc
- EIN
- 25-1437196
- Plan number
- 001
- Plan type
- 3
- Location
- Coraopolis, PA
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $21,722,621
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20241011091401NAL0012315491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,722,621
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,722,621
- Net assets (BOY)
- $18,879,637
Income & contributions
- Employer contributions
- $635,549
- Participant contributions
- $1,787,913
- Total contributions
- $2,667,535
- Total income / additions
- $6,024,094
Expenses & distributions
- Benefits paid
- $3,045,959
- Administrative expenses
- $104,856
- Total expenses
- $3,181,110
- Net increase / (decrease)
- $2,842,984
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dunbar, Bender & Zapf, Inc. | CONTRACT ADMIN | $37,124 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners | INVESTMENT ADVISOR | $34,000 | not reported in the loaded dataset | 2023 |
| Grossman Yanak & Ford | OTHER | $14,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $11,629 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H&K Equipment, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Coraopolis, PA
- Dunbar, Bender & Zapf, Inc. — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Grossman Yanak & Ford — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation