Plan5500

Orchard, Hiltz & Mccliment Profit Sharing/401(K) Plan — Form 5500 plan (Orchard, Hiltz And Mccliment, 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, Orchard, Hiltz & Mccliment Profit Sharing/401(K) Plan is a benefit plan reported by Orchard, Hiltz And Mccliment, Inc. under EIN 38-1691323 and plan number 001. The latest loaded filing year is 2023. The filing reports 752 participants and $109,046,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orchard, Hiltz And Mccliment, Inc.
EIN
38-1691323
Plan number
001
Plan type
2
Location
Livonia, MI
Latest filing year
2023
Participants
752
End-of-year plan assets
$109,046,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023752H, C20241004080209NAL0005508003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$109,046,033
Total liabilities (EOY)
$0
Net assets (EOY)
$109,046,033
Net assets (BOY)
$84,643,727

Income & contributions

Employer contributions
$3,278,548
Participant contributions
$5,445,598
Total contributions
$9,573,686
Total income / additions
$27,558,900

Expenses & distributions

Benefits paid
$3,122,849
Administrative expenses
$33,663
Total expenses
$3,156,594
Net increase / (decrease)
$24,402,306

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Uhy, LlpACCOUNTANT/AUDITOR$16,500not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$14,221not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,942$02023

Related Form 5500 pages