2023 Form 5500 filing — Herald Group Of Employees Profit Sharing 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 20240913104503NAL0011528657001) for Herald Group Of Employees Profit Sharing Plan, reported by Herald Office Supply, Inc. under EIN 57-0782942 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.9MReported net assets$7,947,249
Participants181
Provider compensation$50.1K3 Schedule C row(s)$50,148
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913104503NAL0011528657001
- Plan sponsor
- Herald Office Supply, Inc.
- EIN
- 57-0782942
- Plan number
- 001
- Location
- Dillon, SC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,947,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,947,249
- Employer contributions
- $32,336
- Participant contributions
- $226,903
- Total income / additions
- $1,241,617
- Benefits paid
- $415,208
- Administrative expenses
- $39,648
- Total expenses
- $474,360
- Net increase / (decrease)
- $767,257
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Citizens Bank | INVESTMENT ADVISOR | $27,494 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,154 | $0 |
| Munn & Associates, Pc | ACCOUNTANT | $10,500 | $0 |