Austin Hardware & Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Austin Hardware & Supply, 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, Austin Hardware & Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Austin Hardware & Supply, Inc. under EIN 43-0887563 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $33,446,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Austin Hardware & Supply, Inc.
- EIN
- 43-0887563
- Plan number
- 001
- Plan type
- 2
- Location
- Lees Summit, MO
- Latest filing year
- 2023
- Participants
- 213
- End-of-year plan assets
- $33,446,051
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 213 | H, C | 20240729071635NAL0019083825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,446,051
- Total liabilities (EOY)
- $20,491
- Net assets (EOY)
- $33,425,560
- Net assets (BOY)
- $28,192,312
Income & contributions
- Employer contributions
- $1,401,801
- Participant contributions
- $601,002
- Total contributions
- $2,004,021
- Total income / additions
- $5,966,087
Expenses & distributions
- Benefits paid
- $660,842
- Administrative expenses
- $71,997
- Total expenses
- $732,839
- Net increase / (decrease)
- $5,233,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $36,482 | $0 | 2023 |
| Lion Street Advisors, LLC | NONE | $35,515 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $0 | $4,894 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin Hardware & Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Lees Summit, MO
- Alerus Financial, N.A. — Schedule C compensation
- Lion Street Advisors, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation