Handi Quilter, Inc. 401(K) Plan — Form 5500 plan (Handi Quilter, 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, Handi Quilter, Inc. 401(K) Plan is a benefit plan reported by Handi Quilter, Inc. under EIN 26-3861600 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $3,585,559 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Handi Quilter, Inc.
EIN
26-3861600
Plan number
001
Plan type
2
Location
North Salt Lake, UT
Latest filing year
2023
Participants
138
End-of-year plan assets
$3,585,559

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240924132337NAL0013031697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,585,559
Total liabilities (EOY)
$0
Net assets (EOY)
$3,585,559
Net assets (BOY)
$2,816,154

Income & contributions

Employer contributions
$185,253
Participant contributions
$470,470
Total contributions
$732,870
Total income / additions
$1,291,043

Expenses & distributions

Benefits paid
$496,270
Administrative expenses
$25,206
Total expenses
$521,638
Net increase / (decrease)
$769,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa IncRIA$5,205$02023
Kestra Advisory ServicesRIA$2,772$02023
John Hancock Life Insurance CompanyRECORDKEEPER$1,079$02023

Related Form 5500 pages