Hopkinsville Elevator Company 401(K) Plan — Form 5500 plan (Hopkinsville Elevator Company, 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, Hopkinsville Elevator Company 401(K) Plan is a benefit plan reported by Hopkinsville Elevator Company, Inc. under EIN 61-0674058 and plan number 002. The latest loaded filing year is 2023. The filing reports 177 participants and $14,081,452 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hopkinsville Elevator Company, Inc.
EIN
61-0674058
Plan number
002
Plan type
2
Location
Hopkinsville, KY
Latest filing year
2023
Participants
177
End-of-year plan assets
$14,081,452

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240930104512NAL0005586353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,081,452
Total liabilities (EOY)
$0
Net assets (EOY)
$14,081,452
Net assets (BOY)
$11,343,101

Income & contributions

Employer contributions
$429,441
Participant contributions
$677,528
Total contributions
$1,313,377
Total income / additions
$3,189,192

Expenses & distributions

Benefits paid
$419,010
Administrative expenses
$31,831
Total expenses
$450,841
Net increase / (decrease)
$2,738,351

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Financial ServicesADVISOR$30,237not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,594$02023

Related Form 5500 pages