Hood Industries Retirement And Savings Plan — Form 5500 plan (Hood Industries, 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, Hood Industries Retirement And Savings Plan is a benefit plan reported by Hood Industries, Inc. under EIN 64-0673525 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,594 participants and $69,960,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hood Industries, Inc.
- EIN
- 64-0673525
- Plan number
- 002
- Plan type
- 2
- Location
- Hattiesburg, MS
- Latest filing year
- 2023
- Participants
- 1,594
- End-of-year plan assets
- $69,960,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,594 | H, C | 20240731074505NAL0021881665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,960,716
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,960,716
- Net assets (BOY)
- $62,546,874
Income & contributions
- Employer contributions
- $2,549,297
- Participant contributions
- $4,355,242
- Total contributions
- $6,978,997
- Total income / additions
- $15,897,381
Expenses & distributions
- Benefits paid
- $8,363,594
- Administrative expenses
- $119,945
- Total expenses
- $8,483,539
- Net increase / (decrease)
- $7,413,842
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $120,669 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $24,073 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hood Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Hattiesburg, MS
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation