Hartzell Engine Technologies, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Hartzell Engine Technologies, LLC)
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, Hartzell Engine Technologies, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Hartzell Engine Technologies, LLC under EIN 27-3462577 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $7,795,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartzell Engine Technologies, LLC
- EIN
- 27-3462577
- Plan number
- 001
- Plan type
- 2
- Location
- Piqua, OH
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $7,795,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241011140256NAL0010996339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,795,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,795,292
- Net assets (BOY)
- $5,898,065
Income & contributions
- Employer contributions
- $495,203
- Participant contributions
- $566,495
- Total contributions
- $1,061,698
- Total income / additions
- $2,081,950
Expenses & distributions
- Benefits paid
- $165,754
- Administrative expenses
- $7,268
- Total expenses
- $184,723
- Net increase / (decrease)
- $1,897,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $13,036 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,671 | $0 | 2023 |
| Hartzell Engine Technologies | OTHER | $6,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,524 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hartzell Engine Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Piqua, OH
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Hartzell Engine Technologies — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation