Hanon Systems Usa, LLC 401(K) Plan For Carey Plant — Form 5500 plan (Hanon Systems Usa, LLC)
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, Hanon Systems Usa, LLC 401(K) Plan For Carey Plant is a benefit plan reported by Hanon Systems Usa, LLC under EIN 61-1697358 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $3,730,650 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.7MPlan net assets, end of year$3,730,650
Participants313Covered participants reported
Assets / participant$11.9KComputed: assets ÷ participants$11,919 (computed)
Provider compensation$26.2K1 Schedule C provider row(s)$26,180
- Plan sponsor
- Hanon Systems Usa, LLC
- EIN
- 61-1697358
- Plan number
- 002
- Plan type
- 2
- Location
- Carey, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20241009143254NAL0010724979001 |
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,730,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,730,650
- Net assets (BOY)
- $3,033,145
Income & contributions
- Employer contributions
- $370,909
- Participant contributions
- $640,038
- Total contributions
- $1,010,947
- Total income / additions
- $1,612,629
Expenses & distributions
- Benefits paid
- $866,014
- Administrative expenses
- $39,659
- Total expenses
- $915,124
- Net increase / (decrease)
- $697,505
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.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,180 | $0 | 2023 |