R. S. Hanline & Co., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R. S. Hanline & Co., 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, R. S. Hanline & Co., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R. S. Hanline & Co., Inc. under EIN 34-1519173 and plan number 001. The latest loaded filing year is 2023. The filing reports 374 participants and $11,727,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R. S. Hanline & Co., Inc.
EIN
34-1519173
Plan number
001
Plan type
2
Location
Shelby, OH
Latest filing year
2023
Participants
374
End-of-year plan assets
$11,727,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023374H, C20241010081402NAL0035232848001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,727,103
Total liabilities (EOY)
$0
Net assets (EOY)
$11,727,103
Net assets (BOY)
$9,521,216

Income & contributions

Employer contributions
$521,828
Participant contributions
$961,969
Total contributions
$1,528,605
Total income / additions
$3,180,053

Expenses & distributions

Benefits paid
$882,917
Administrative expenses
$90,941
Total expenses
$974,166
Net increase / (decrease)
$2,205,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$64,989$02023
Commonwealth FinancialADVISOR & CONSULTANT$25,952not reported in the loaded dataset2023

Related Form 5500 pages