Hartzell Propeller, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hartzell Propeller, 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, Hartzell Propeller, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hartzell Propeller, Inc. under EIN 31-1258121 and plan number 003. The latest loaded filing year is 2023. The filing reports 458 participants and $72,197,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hartzell Propeller, Inc.
- EIN
- 31-1258121
- Plan number
- 003
- Plan type
- 2
- Location
- Piqua, OH
- Latest filing year
- 2023
- Participants
- 458
- End-of-year plan assets
- $72,197,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 458 | H, C | 20241011140035NAL0022888065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,197,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,197,655
- Net assets (BOY)
- $58,929,860
Income & contributions
- Employer contributions
- $2,920,447
- Participant contributions
- $3,198,911
- Total contributions
- $6,832,861
- Total income / additions
- $16,743,184
Expenses & distributions
- Benefits paid
- $3,302,152
- Administrative expenses
- $168,709
- Total expenses
- $3,475,389
- Net increase / (decrease)
- $13,267,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $80,960 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $75,887 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hartzell Propeller, Inc.
- 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
- Empower Advisory Group, LLC — Schedule C compensation