Hni Corporation Profit-Sharing Retirement Plan — Form 5500 plan (Hni 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, Hni Corporation Profit-Sharing Retirement Plan is a benefit plan reported by Hni Corporation under EIN 42-0617510 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,949 participants and $1,016,830,135 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hni Corporation
- EIN
- 42-0617510
- Plan number
- 001
- Plan type
- 2
- Location
- Muscatine, IA
- Latest filing year
- 2023
- Participants
- 10,949
- End-of-year plan assets
- $1,016,830,135
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,949 | H, C | 20240716144516NAL0001871187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,016,830,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,016,830,135
- Net assets (BOY)
- $894,988,195
Income & contributions
- Employer contributions
- $27,654,456
- Participant contributions
- $37,828,272
- Total contributions
- $69,456,206
- Total income / additions
- $235,744,635
Expenses & distributions
- Benefits paid
- $113,265,034
- Administrative expenses
- $612,636
- Total expenses
- $113,904,766
- Net increase / (decrease)
- $121,839,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv Inst Operations Co | N/A | $413,317 | $0 | 2023 |
| Capfinancial Partners Ll | N/A | $118,111 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | N/A | $63,484 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services, In | N/A | $21,858 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hni Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Muscatine, IA
- Fidelity Inv Inst Operations Co — Schedule C compensation
- Capfinancial Partners Ll — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Economic Group Pension Services, In — Schedule C compensation