Hat Creek Construction & Materials, Inc. 401(K) Plan — Form 5500 plan (Hat Creek Construction & Materials, 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, Hat Creek Construction & Materials, Inc. 401(K) Plan is a benefit plan reported by Hat Creek Construction & Materials, Inc. under EIN 68-0203789 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $10,213,137 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$10.2MPlan net assets, end of year$10,213,137
Participants186Covered participants reported
Assets / participant$54.9KComputed: assets ÷ participants$54,909 (computed)
Provider compensation$67K3 Schedule C provider row(s)$66,966
- Plan sponsor
- Hat Creek Construction & Materials, Inc.
- EIN
- 68-0203789
- Plan number
- 002
- Plan type
- 2
- Location
- Burney, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186 | H, C | 20241004122030NAL0012202289001 |
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)$10.2M total assets
Net assets$10.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $10,213,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,213,137
- Net assets (BOY)
- $7,923,231
Income & contributions
- Employer contributions
- $1,362,885
- Participant contributions
- $491,747
- Total contributions
- $1,854,632
- Total income / additions
- $3,334,809
Expenses & distributions
- Benefits paid
- $979,618
- Administrative expenses
- $65,285
- Total expenses
- $1,044,903
- Net increase / (decrease)
- $2,289,906
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.
73%27%
Employer 73%Participant 27%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance | RECORDKEEPER | $33,005 | $0 | 2023 |
| Merrill Lynch Life Agency, Inc. | INVESTMENT ADVISORY - PL | $25,558 | not reported in the loaded dataset | 2023 |
| Nexus Administators, Inc. | TPA | $8,286 | $117 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hat Creek Construction & Materials, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burney, CA
- Transamerica Life Insurance — Schedule C compensation
- Merrill Lynch Life Agency, Inc. — Schedule C compensation
- Nexus Administators, Inc. — Schedule C compensation