Hattenhauer Distributing Profit Sharing Plan — Form 5500 plan (Hattenhauer Distributing Co.)
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, Hattenhauer Distributing Profit Sharing Plan is a benefit plan reported by Hattenhauer Distributing Co. under EIN 93-0962905 and plan number 001. The latest loaded filing year is 2023. The filing reports 152 participants and $2,401,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hattenhauer Distributing Co.
- EIN
- 93-0962905
- Plan number
- 001
- Plan type
- 2
- Location
- The Dalles, OR
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $2,401,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20240930144855NAL0009615152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,401,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,401,853
- Net assets (BOY)
- $2,129,926
Income & contributions
- Employer contributions
- $359,229
- Total contributions
- $359,229
- Total income / additions
- $665,492
Expenses & distributions
- Benefits paid
- $380,258
- Administrative expenses
- $13,307
- Total expenses
- $393,565
- Net increase / (decrease)
- $271,927
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Zuna, LLC | INVESTMENT ADVISOR | $9,996 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,000 | $0 | 2023 |