Hearthside Food Solutions Union 401(K) Plan — Form 5500 plan (Hearthside Food Solutions)
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, Hearthside Food Solutions Union 401(K) Plan is a benefit plan reported by Hearthside Food Solutions under EIN 26-4228653 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,311 participants and $24,211,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hearthside Food Solutions
- EIN
- 26-4228653
- Plan number
- 002
- Plan type
- 2
- Location
- Downers Grove, IL
- Latest filing year
- 2023
- Participants
- 1,311
- End-of-year plan assets
- $24,211,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,311 | H, C | 20241015174321NAL0029287441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,211,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,211,357
- Net assets (BOY)
- $21,502,602
Income & contributions
- Employer contributions
- $1,057,873
- Participant contributions
- $1,383,718
- Total contributions
- $2,441,963
- Total income / additions
- $5,551,614
Expenses & distributions
- Benefits paid
- $2,265,242
- Administrative expenses
- $62,444
- Total expenses
- $2,514,133
- Net increase / (decrease)
- $3,037,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $52,808 | $0 | 2023 |
| Creative Planning LLC | INVESTMENT ADVISOR | $7,700 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,636 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hearthside Food Solutions
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Downers Grove, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation