2023 Form 5500 filing — Herschend Family Entertainment Profit Sharing & 401(K) 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 20240831095552NAL0015995009001) for Herschend Family Entertainment Profit Sharing & 401(K) Plan, reported by Herschend Entertainment Company LLC under EIN 46-3014631 and plan number 001. It reports 3,422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240831095552NAL0015995009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herschend Entertainment Company LLC
- EIN
- 46-3014631
- Plan number
- 001
- Location
- Branson, MO
- Participants
- 3,422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,588,679
- Net assets (EOY)
- $135,588,679
- Employer contributions
- $6,736,868
- Participant contributions
- $6,265,356
- Total income / additions
- $31,834,989
- Benefits paid
- $15,242,206
- Administrative expenses
- $288,231
- Total expenses
- $15,539,649
- Net increase / (decrease)
- $16,295,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $214,711 | $0 |
| Lockton Financial Advisors, LLC | CONSULTANT | $52,506 | not reported in the loaded dataset |
| Forvis, Llp | AUDITOR | $18,900 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,810 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |