Hardel Mutual Plywood Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Hardel Mutual Plywood Corp.)
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, Hardel Mutual Plywood Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Hardel Mutual Plywood Corp. under EIN 91-0603573 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $32,614,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hardel Mutual Plywood Corp.
- EIN
- 91-0603573
- Plan number
- 001
- Plan type
- 2
- Location
- Chehalis, WA
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $32,614,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20240828155558NAL0019904752001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,614,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,614,726
- Net assets (BOY)
- $28,274,710
Income & contributions
- Employer contributions
- $1,390,268
- Participant contributions
- $2,220,299
- Total contributions
- $3,668,391
- Total income / additions
- $7,362,021
Expenses & distributions
- Benefits paid
- $2,771,772
- Administrative expenses
- $3,784
- Total expenses
- $3,022,005
- Net increase / (decrease)
- $4,340,016
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Clearing Services LLC | ADVISOR | $0 | $59,180 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,834 | $0 | 2023 |