H & K Retirement Savings Plan — Form 5500 plan (H & K International, 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, H & K Retirement Savings Plan is a benefit plan reported by H & K International, Inc. under EIN 75-2513069 and plan number 003. The latest loaded filing year is 2023. The filing reports 201 participants and $25,500,825 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H & K International, Inc.
- EIN
- 75-2513069
- Plan number
- 003
- Plan type
- 2
- Location
- Mesquite, TX
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $25,500,825
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241014150438NAL0013500499001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,500,825
- Net assets (EOY)
- $25,500,825
- Net assets (BOY)
- $21,696,622
Income & contributions
- Employer contributions
- $561,608
- Participant contributions
- $822,952
- Total contributions
- $2,025,666
- Total income / additions
- $5,223,660
Expenses & distributions
- Benefits paid
- $1,371,385
- Administrative expenses
- $48,072
- Total expenses
- $1,419,457
- Net increase / (decrease)
- $3,804,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nova 401(K) Associates | CONTRACT ADMIN | $0 | $54,834 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $24,570 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORD KEEPER | $17,404 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H & K International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Mesquite, TX
- Nova 401(K) Associates — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation