House-Autry Mills Inc Employee Savings And Retirement Plan — Form 5500 plan (House-Autry Mills, 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, House-Autry Mills Inc Employee Savings And Retirement Plan is a benefit plan reported by House-Autry Mills, Inc. under EIN 56-0896803 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $8,285,040 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
House-Autry Mills, Inc.
EIN
56-0896803
Plan number
002
Plan type
2
Location
Four Oaks, NC
Latest filing year
2023
Participants
185
End-of-year plan assets
$8,285,040

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20250304071653NAL0006805649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,285,040
Total liabilities (EOY)
$15,598
Net assets (EOY)
$8,269,442
Net assets (BOY)
$7,345,948

Income & contributions

Employer contributions
$259,638
Participant contributions
$595,439
Total contributions
$855,077
Total income / additions
$1,881,922

Expenses & distributions

Benefits paid
$919,945
Administrative expenses
$38,483
Total expenses
$958,428
Net increase / (decrease)
$923,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AlerusRECORDKEEPER$38,483$02023

Related Form 5500 pages