2023 Form 5500 filing — Henley Companies 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710115656NAL0014846881001) for Henley Companies 401(K) Savings Plan, reported by Henley Enterprises, Inc. under EIN 04-3036456 and plan number 001. It reports 3,282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710115656NAL0014846881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henley Enterprises, Inc.
- EIN
- 04-3036456
- Plan number
- 001
- Location
- Newton Highlands, MA
- Participants
- 3,282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,341,385
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,341,385
- Employer contributions
- $3,253,085
- Participant contributions
- $4,189,286
- Total income / additions
- $13,911,948
- Benefits paid
- $3,805,908
- Administrative expenses
- $200,108
- Total expenses
- $4,009,092
- Net increase / (decrease)
- $9,902,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $170,109 | $0 |
| Mma Securities, LLC | ADVISOR | $29,998 | not reported in the loaded dataset |