Hatfield And Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Hatfield And 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, Hatfield And Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Hatfield And Company, Inc. under EIN 74-1646507 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $16,428,709 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hatfield And Company, Inc.
- EIN
- 74-1646507
- Plan number
- 001
- Plan type
- 2
- Location
- Rockwall, TX
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $16,428,709
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20240821201843NAL0002179539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,428,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,428,709
- Net assets (BOY)
- $15,852,319
Income & contributions
- Employer contributions
- $422,245
- Participant contributions
- $1,376,516
- Total contributions
- $1,803,853
- Total income / additions
- $4,308,903
Expenses & distributions
- Benefits paid
- $3,664,992
- Administrative expenses
- $67,521
- Total expenses
- $3,732,513
- Net increase / (decrease)
- $576,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co Lp | RIA | $0 | $40,004 | 2023 |
| Willshire Associates Inc | RIA | $0 | $3,200 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,954 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hatfield And Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Rockwall, TX
- Edward D Jones & Co Lp — Schedule C compensation
- Willshire Associates Inc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation