Hennessy 401(K) Plan — Form 5500 plan (Hennessy Cadillac, 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, Hennessy 401(K) Plan is a benefit plan reported by Hennessy Cadillac, Inc. under EIN 58-0942545 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $65,264,991 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$65.3MPlan net assets, end of year$65,264,991
Participants1.2KCovered participants reported1,248
Assets / participant$52.3KComputed: assets ÷ participants$52,296 (computed)
Provider compensation$101.8K3 Schedule C provider row(s)$101,830
- Plan sponsor
- Hennessy Cadillac, Inc.
- EIN
- 58-0942545
- Plan number
- 001
- Plan type
- 3
- Location
- Morrow, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,248 | H, C | 20241001105553NAL0012163168001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$65.3M total assets
Net assets$65.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $65,264,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,264,991
- Net assets (BOY)
- $55,273,055
Income & contributions
- Employer contributions
- $833,181
- Participant contributions
- $3,587,384
- Total contributions
- $4,513,131
- Total income / additions
- $15,940,842
Expenses & distributions
- Benefits paid
- $5,847,076
- Administrative expenses
- $101,830
- Total expenses
- $5,948,906
- Net increase / (decrease)
- $9,991,936
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,237 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $28,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,593 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hennessy Cadillac, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Morrow, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation