Jack Hilliard Distributing Company, Inc. 401(K) Plan — Form 5500 plan (Jack Hilliard Distributing Company, 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, Jack Hilliard Distributing Company, Inc. 401(K) Plan is a benefit plan reported by Jack Hilliard Distributing Company, Inc. under EIN 74-1460263 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $10,253,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jack Hilliard Distributing Company, Inc.
EIN
74-1460263
Plan number
001
Plan type
2
Location
Temple, TX
Latest filing year
2023
Participants
276
End-of-year plan assets
$10,253,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20240923092312NAL0004076835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,253,436
Total liabilities (EOY)
$0
Net assets (EOY)
$10,253,436
Net assets (BOY)
$10,001,173

Income & contributions

Employer contributions
$332,638
Participant contributions
$675,255
Total contributions
$1,106,268
Total income / additions
$2,804,318

Expenses & distributions

Benefits paid
$2,490,870
Administrative expenses
$55,091
Total expenses
$2,552,055
Net increase / (decrease)
$252,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,090$02023
Edward JonesINVESTMENT ADVISORY$0$19,1062023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages