2023 Form 5500 filing — Hebeler Holdings 401k 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 20241003075900NAL0004686883001) for Hebeler Holdings 401k Plan, reported by Hebeler Holdings LLC under EIN 47-1584621 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003075900NAL0004686883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hebeler Holdings LLC
- EIN
- 47-1584621
- Plan number
- 001
- Location
- Tonawanda, NY
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,551,492
- Total liabilities (EOY)
- $3,260
- Net assets (EOY)
- $11,548,232
- Employer contributions
- $67,344
- Participant contributions
- $529,004
- Total income / additions
- $2,608,946
- Benefits paid
- $2,418,971
- Administrative expenses
- $450
- Total expenses
- $2,419,421
- Net increase / (decrease)
- $189,525
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $450 | $0 |
| Aegis Capital Corp | ADVISOR | $0 | $0 |
| Securities America Inc | ADVISOR | $0 | $0 |