Hand Arendall Harrison Sale LLC Retirement Plan And Trust — Form 5500 plan (Hand Arendall Harrison Sale 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, Hand Arendall Harrison Sale LLC Retirement Plan And Trust is a benefit plan reported by Hand Arendall Harrison Sale LLC under EIN 63-0259798 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $102,124,232 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hand Arendall Harrison Sale LLC
- EIN
- 63-0259798
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $102,124,232
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20241009165000NAL0018775953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,124,232
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,124,232
- Net assets (BOY)
- $88,467,562
Income & contributions
- Employer contributions
- $1,799,512
- Participant contributions
- $1,503,000
- Total contributions
- $3,302,512
- Total income / additions
- $20,118,620
Expenses & distributions
- Benefits paid
- $6,413,668
- Administrative expenses
- $48,282
- Total expenses
- $6,461,950
- Net increase / (decrease)
- $13,656,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group. Inc. | NONE | $48,857 | $0 | 2023 |