Hardingpoorman, Inc. 401(K) Plan — Form 5500 plan (Hardingpoorman, 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, Hardingpoorman, Inc. 401(K) Plan is a benefit plan reported by Hardingpoorman, Inc. under EIN 35-1792066 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $7,364,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hardingpoorman, Inc.
EIN
35-1792066
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
115
End-of-year plan assets
$7,364,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20241004053632NAL0011765697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,364,808
Total liabilities (EOY)
$0
Net assets (EOY)
$7,364,808
Net assets (BOY)
$7,106,487

Income & contributions

Employer contributions
$45,917
Participant contributions
$328,650
Total contributions
$382,054
Total income / additions
$1,495,040

Expenses & distributions

Benefits paid
$1,196,455
Administrative expenses
$39,581
Total expenses
$1,236,719
Net increase / (decrease)
$258,321

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Invest. AdvisoryINVESTMENT/FINANCIAL ADVI$25,433$02023
Adp, Inc.RECORD KEEPER$14,147$02023

Related Form 5500 pages