Plan5500

Hi-Lo Industries, Inc. 401(K) Plan — Form 5500 plan (Hi-Lo Industries, 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, Hi-Lo Industries, Inc. 401(K) Plan is a benefit plan reported by Hi-Lo Industries, Inc. under EIN 48-0846941 and plan number 001. The latest loaded filing year is 2023. The filing reports 290 participants and $5,656,406 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hi-Lo Industries, Inc.
EIN
48-0846941
Plan number
001
Plan type
2
Location
Chanute, KS
Latest filing year
2023
Participants
290
End-of-year plan assets
$5,656,406

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023290H, C20240827153229NAL0011100689001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,656,406
Total liabilities (EOY)
$0
Net assets (EOY)
$5,656,406
Net assets (BOY)
$4,277,130

Income & contributions

Employer contributions
$125,218
Participant contributions
$410,041
Total contributions
$846,439
Total income / additions
$1,725,902

Expenses & distributions

Benefits paid
$334,898
Administrative expenses
$11,728
Total expenses
$346,626
Net increase / (decrease)
$1,379,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesINVESTMENT ADVISOR$11,718not reported in the loaded dataset2023
EgpsCONTRACT ADMIN$4,350not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$860$02023

Related Form 5500 pages