Hgr Industrial Surplus, LLC 401(K) P/S Plan — Form 5500 plan (Hgr Industrial Surplus, 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, Hgr Industrial Surplus, LLC 401(K) P/S Plan is a benefit plan reported by Hgr Industrial Surplus, LLC under EIN 34-1861802 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $3,743,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hgr Industrial Surplus, LLC
- EIN
- 34-1861802
- Plan number
- 001
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $3,743,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20250618144749NAL0001338931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,743,122
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,743,122
- Net assets (BOY)
- $3,059,944
Income & contributions
- Participant contributions
- $424,511
- Total contributions
- $447,842
- Total income / additions
- $1,044,402
Expenses & distributions
- Benefits paid
- $317,954
- Administrative expenses
- $24,275
- Total expenses
- $361,224
- Net increase / (decrease)
- $683,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cleveland Retirement Planning | INVESTMENT ADVISOR | $8,746 | not reported in the loaded dataset | 2023 |
| Pai | TPA | $8,105 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $4,190 | $0 | 2023 |
| Global Retirement Partners | NONE | $1,948 | not reported in the loaded dataset | 2023 |
| Pai Trust | NONE | $1,749 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hgr Industrial Surplus, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Cleveland Retirement Planning — Schedule C compensation
- Pai — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Global Retirement Partners — Schedule C compensation
- Pai Trust — Schedule C compensation