Hendrix-Isa, LLC 401(K) Plan — Form 5500 plan (Hendrix-Isa, 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, Hendrix-Isa, LLC 401(K) Plan is a benefit plan reported by Hendrix-Isa, LLC under EIN 35-2523757 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $3,430,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hendrix-Isa, LLC
EIN
35-2523757
Plan number
001
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
192
End-of-year plan assets
$3,430,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241014083135NAL0043858624001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,430,115
Total liabilities (EOY)
$0
Net assets (EOY)
$3,430,115
Net assets (BOY)
$2,582,015

Income & contributions

Employer contributions
$224,858
Participant contributions
$352,151
Total contributions
$692,639
Total income / additions
$1,216,207

Expenses & distributions

Benefits paid
$338,410
Administrative expenses
$29,697
Total expenses
$368,107
Net increase / (decrease)
$848,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Financial AdvisorsNONE$29,696$02023

Related Form 5500 pages