Hadley 401(K) Plan — Form 5500 plan (Fort Smith 3, 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, Hadley 401(K) Plan is a benefit plan reported by Fort Smith 3, Inc. under EIN 63-0731784 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $2,578,083 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fort Smith 3, Inc.
- EIN
- 63-0731784
- Plan number
- 001
- Plan type
- 2
- Location
- Ft. Smith, AR
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $2,578,083
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20250605111820NAL0032331810001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,578,083
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,578,083
- Net assets (BOY)
- $2,222,537
Income & contributions
- Employer contributions
- $35,551
- Participant contributions
- $282,908
- Total contributions
- $318,459
- Total income / additions
- $640,528
Expenses & distributions
- Benefits paid
- $224,000
- Administrative expenses
- $32,545
- Total expenses
- $284,982
- Net increase / (decrease)
- $355,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,230 | $0 | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $10,185 | not reported in the loaded dataset | 2023 |
| Bkd Llp | AUDITOR | $5,250 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fort Smith 3, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Ft. Smith, AR
- Empower Annuity Insurance Company O — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Bkd Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation