2023 Form 5500 filing — Howell Electric 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 20241007161448NAL0009040803001) for Howell Electric 401(K) Plan, reported by K.F. Howell Electric, Inc. under EIN 77-0383422 and plan number 001. It reports 158 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)$31.1MReported net assets$31,094,871
Participants158
Provider compensation$19.1K2 Schedule C row(s)$19,118
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007161448NAL0009040803001
Plan sponsor
K.F. Howell Electric, Inc.
EIN
77-0383422
Plan number
001
Location
Santa Clara, CA
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)$31.1M total assets
Net assets$31.1MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$1M
Participant$1.2M
Full reported line items
Total assets (EOY)
$31,094,871
Total liabilities (EOY)
$0
Net assets (EOY)
$31,094,871
Employer contributions
$1,004,104
Participant contributions
$1,175,645
Total income / additions
$6,176,834
Benefits paid
$2,008,117
Administrative expenses
$7,000
Total expenses
$2,015,117
Net increase / (decrease)
$4,161,717
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $13.2K
  2. 2
    TPA · Direct $5.9K

Related Form 5500 pages