Hutsonwood, Inc. 401(K) Plan — Form 5500 plan (Hutsonwood, 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, Hutsonwood, Inc. 401(K) Plan is a benefit plan reported by Hutsonwood, Inc. under EIN 45-2449379 and plan number 001. The latest loaded filing year is 2023. The filing reports 669 participants and $5,136,901 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hutsonwood, Inc.
EIN
45-2449379
Plan number
001
Plan type
2
Location
Nashville, TN
Latest filing year
2023
Participants
669
End-of-year plan assets
$5,136,901

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023669H, C20241007111817NAL0008816051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,136,901
Total liabilities (EOY)
$0
Net assets (EOY)
$5,136,901
Net assets (BOY)
$3,409,517

Income & contributions

Employer contributions
$470,767
Participant contributions
$840,941
Total contributions
$1,311,708
Total income / additions
$1,978,455

Expenses & distributions

Benefits paid
$244,554
Administrative expenses
$6,517
Total expenses
$251,071
Net increase / (decrease)
$1,727,384

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Old National BankNONE$6,517not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages