Original filing (PDF)20240710162913NAL0015257137001

MARK A HERSHEY

Name: MARK A HERSHEY — MARK A HERSHEY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: MARK A HERSHEY

Form 5500-SF

FILING_RECEIVED

MARK A HERSHEY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK A HERSHEY.

Plan sponsor

Name

MARK A HERSHEY

EIN

61-1353209

Address

130 SAINT PHILLIP DR · LEXINGTON, KY · 405021134

Phone

(859) 361-8551

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-01

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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