2023 Form 5500 filing — Herker Industries, Inc. 401k 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 20241009142349NAL0019427585001) for Herker Industries, Inc. 401k Profit Sharing Plan, reported by Multi-Fab Products - Nova Technology, Inc. under EIN 39-0837496 and plan number 001. It reports 280 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142349NAL0019427585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multi-Fab Products - Nova Technology, Inc.
- EIN
- 39-0837496
- Plan number
- 001
- Location
- Menomonee Falls, WI
- Participants
- 280
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,114,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,114,755
- Employer contributions
- $862,232
- Participant contributions
- $984,181
- Total income / additions
- $4,746,733
- Benefits paid
- $1,335,386
- Administrative expenses
- $97,660
- Total expenses
- $1,440,014
- Net increase / (decrease)
- $3,306,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $73,611 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | CONTRACT ADMIN | $68,909 | $0 |
| The Retirement Advantage, Inc. | CONTRACT ADMIN | $7,927 | $3,460 |
| Reilly, Penner & Benton Llp | AUDITOR | $7,100 | not reported in the loaded dataset |