2023 Form 5500 filing — Retirement Plan For Houff Transfer, Inc.
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 20241004103803NAL0023470914001) for Retirement Plan For Houff Transfer, Inc., reported by Houff Transfer, Inc. under EIN 54-0486013 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004103803NAL0023470914001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houff Transfer, Inc.
- EIN
- 54-0486013
- Plan number
- 001
- Location
- Weyers Cave, VA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,059,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,059,212
- Employer contributions
- $324,252
- Participant contributions
- $471,623
- Total income / additions
- $4,399,368
- Benefits paid
- $1,749,325
- Administrative expenses
- $140,231
- Total expenses
- $1,889,556
- Net increase / (decrease)
- $2,509,812
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morris & Wells Wealth Management | NONE | $41,552 | not reported in the loaded dataset |
| Janney Montgomery Scott LLC | NONE | $35,849 | not reported in the loaded dataset |
| Actuarial Benefits & Design Company | NONE | $15,938 | not reported in the loaded dataset |
| Elmore, Hupp & Company, Plc | NONE | $12,650 | not reported in the loaded dataset |