401k Record

Employers › Hensley

Hensley 401(k)

Administrative expenses excluding investment management, per participant · Hensley & Company Profit Sharing Plan and Trust · plan year 2024

$25.23

Higher than 14% of the 8,758 plans $50 to 250M that report it.

Source

= $27,800 / 1,102
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015115728NAL0002365427001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115728NAL0002365427001, received 2025-10-15

10th: $16.21median $93.2090th: $246.84

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$25.23

10th: $29.39median $132.8490th: $350.58

Higher than 9% of the 9,042 plans $50 to 250M that report it.

Source

= $27,800 / 1,102
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115728NAL0002365427001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115728NAL0002365427001, received 2025-10-15

Administrative expenses as a share of assets

0.037%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 15% of the 9,049 plans $50 to 250M that report it.

Source

= $27,800 / $76,068,654
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115728NAL0002365427001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015115728NAL0002365427001, received 2025-10-15

Employer contributions per participant

$1,749

10th: $965median $2,73890th: $8,164

Higher than 26% of the 9,105 plans $50 to 250M that report it.

Source

= $1,927,780 / 1,102
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115728NAL0002365427001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115728NAL0002365427001, received 2025-10-15

Employer share of total contributions

35.8%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 69% of the 9,112 plans $50 to 250M that report it.

Source

= $1,927,780 / $5,392,199
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115728NAL0002365427001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015115728NAL0002365427001, received 2025-10-15

Plan terms, as stated in Hensley & Co's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015115728NAL0002365427001, received 2025-10-15

Full record, Hensley & Company Profit Sharing Plan and Trust

FieldValueSource
Plan sponsorHENSLEY & COMPANYForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015115728NAL0002365427001, received 2025-10-15
Plan nameHENSLEY & COMPANY PROFIT SHARING PLAN AND TRUSTForm 5500, line 1a; PLAN_NAME pos 16; filing 20251015115728NAL0002365427001, received 2025-10-15
Sponsor EIN / plan number86-0255475 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015115728NAL0002365427001, received 2025-10-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015115728NAL0002365427001, received 2025-10-15
Sponsor locationPHOENIX, AZForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015115728NAL0002365427001, received 2025-10-15
Industry (business code)424800, Wholesale tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015115728NAL0002365427001, received 2025-10-15
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015115728NAL0002365427001, received 2025-10-15
Filing received2025-10-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015115728NAL0002365427001, received 2025-10-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015115728NAL0002365427001, received 2025-10-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251015115728NAL0002365427001, received 2025-10-15
Participants, beginning of year1,780Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015115728NAL0002365427001, received 2025-10-15
Active participants1,379Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015115728NAL0002365427001, received 2025-10-15
Participants, end of year1,714Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015115728NAL0002365427001, received 2025-10-15
Participants with an account balance1,102Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115728NAL0002365427001, received 2025-10-15
Total assets, beginning of year$78,361,621Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015115728NAL0002365427001, received 2025-10-15
Total assets, end of year$76,068,654Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015115728NAL0002365427001, received 2025-10-15
Net assets, end of year$76,068,654Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015115728NAL0002365427001, received 2025-10-15
Total income$15,594,437Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015115728NAL0002365427001, received 2025-10-15
Net income$-2,292,967Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015115728NAL0002365427001, received 2025-10-15
Employer contributions$1,927,780Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115728NAL0002365427001, received 2025-10-15
Participant contributions$3,271,874Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015115728NAL0002365427001, received 2025-10-15
Other contributions (incl. rollovers)$192,545Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015115728NAL0002365427001, received 2025-10-15
Total contributions$5,392,199Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015115728NAL0002365427001, received 2025-10-15
Benefit payments$17,859,604Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015115728NAL0002365427001, received 2025-10-15
Total expenses (incl. benefit payments)$17,887,404Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015115728NAL0002365427001, received 2025-10-15
Total administrative expenses$27,800Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115728NAL0002365427001, received 2025-10-15
Contract administrator fees$27,800Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015115728NAL0002365427001, received 2025-10-15
Administrative expenses excluding investment management$27,800derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015115728NAL0002365427001, received 2025-10-15
Held in mutual funds$57,261,201Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015115728NAL0002365427001, received 2025-10-15
Independent auditorADAMSBROWN, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015115728NAL0002365427001, received 2025-10-15

Position = column in the DOL layout for form year 2024. Filing 20251015115728NAL0002365427001, received 2025-10-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
CPI QUALIFIED PLAN CONSULTANTS, INCrecordkeeperNONE 15 Recordkeeping and information management; 17 Consulting (pension); 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees $27,800no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015115728NAL0002365427001, received 2025-10-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$78,361,621$76,068,654-2.9%
Participants with a balance1,1061,102-0.4%
Administrative expenses$18,650$27,80049.1%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$1,699,591$1,927,78013.4%

Prior filing 20241002154706NAL0009084529001, received 2024-10-02; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Hensley & Company Profit Sharing Plan and Trust appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: HENSLEY & COMPANY; SEC registrant: Hensley & Co (CIK 2083494, matched by EIN).