Hanson Distributing Profit Sharing And Retirement Savings Fund — Form 5500 plan (Hanson Distributing Company)

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, Hanson Distributing Profit Sharing And Retirement Savings Fund is a benefit plan reported by Hanson Distributing Company under EIN 95-2855792 and plan number 001. The latest loaded filing year is 2023. The filing reports 480 participants and $9,475,858 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hanson Distributing Company
EIN
95-2855792
Plan number
001
Plan type
2
Location
Azusa, CA
Latest filing year
2023
Participants
480
End-of-year plan assets
$9,475,858

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023480H, C20240917140644NAL0002894065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,475,858
Total liabilities (EOY)
$0
Net assets (EOY)
$9,475,858
Net assets (BOY)
$8,140,977

Income & contributions

Participant contributions
$471,970
Total contributions
$475,088
Total income / additions
$1,714,261

Expenses & distributions

Benefits paid
$280,532
Administrative expenses
$62,914
Total expenses
$379,380
Net increase / (decrease)
$1,334,881

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$33,826$02023
Merrill LynchCONSULTANT$29,088$162023

Related Form 5500 pages