Hardy Diagnostics 401(K) Profit Sharing Plan — Form 5500 plan (Hardy Diagnostics)
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, Hardy Diagnostics 401(K) Profit Sharing Plan is a benefit plan reported by Hardy Diagnostics under EIN 77-0043660 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $15,530,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hardy Diagnostics
- EIN
- 77-0043660
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Maria, CA
- Latest filing year
- 2023
- Participants
- 520
- End-of-year plan assets
- $15,530,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H, C | 20240913172327NAL0006169715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,530,489
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,530,489
- Net assets (BOY)
- $12,600,103
Income & contributions
- Employer contributions
- $477,628
- Participant contributions
- $1,688,053
- Total contributions
- $2,165,681
- Total income / additions
- $4,419,646
Expenses & distributions
- Benefits paid
- $1,458,308
- Administrative expenses
- $30,952
- Total expenses
- $1,489,260
- Net increase / (decrease)
- $2,930,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,678 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,274 | not reported in the loaded dataset | 2023 |