Hatco Corporation 401(K) Trust — Form 5500 plan (Hatco Corporation)
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, Hatco Corporation 401(K) Trust is a benefit plan reported by Hatco Corporation under EIN 39-0913489 and plan number 004. The latest loaded filing year is 2023. The filing reports 539 participants and $75,235,980 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$75.2MPlan net assets, end of year$75,235,980
Participants539Covered participants reported
Assets / participant$139.6KComputed: assets ÷ participants$139,584 (computed)
Provider compensation$3.5K2 Schedule C provider row(s)$3,540
- Plan sponsor
- Hatco Corporation
- EIN
- 39-0913489
- Plan number
- 004
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20240627094952NAL0014593120001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$75.2M total assets
Net assets$75.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $75,235,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,235,980
- Net assets (BOY)
- $59,752,065
Income & contributions
- Employer contributions
- $627,219
- Participant contributions
- $2,466,538
- Total contributions
- $3,800,323
- Total income / additions
- $15,983,495
Expenses & distributions
- Benefits paid
- $7,740,962
- Administrative expenses
- $3,540
- Total expenses
- $7,746,758
- Net increase / (decrease)
- $8,236,737
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,652 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$4,112 | $0 | 2023 |