2023 Form 5500 filing — Howard Industries, Inc. Employees' Retirement Services 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 20241011090513NAL0010751587001) for Howard Industries, Inc. Employees' Retirement Services Plan, reported by Howard Industries, Inc. under EIN 64-0466143 and plan number 003. It reports 142 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)$476.5KReported net assets$476,523
Participants142
Provider compensation$6.4K2 Schedule C row(s)$6,395
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011090513NAL0010751587001
Plan sponsor
Howard Industries, Inc.
EIN
64-0466143
Plan number
003
Location
Ellisville, MS
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)$476.5K total assets
Net assets$476.5KLiabilities$0
Money in vs. money out
Total income / additions$97.8K
Total expenses$45.2K
Benefits paid / distributions$38.8K
Contributions
EmployerNot reported
Participant$32.8K
Full reported line items
Total assets (EOY)
$476,523
Total liabilities (EOY)
$0
Net assets (EOY)
$476,523
Participant contributions
$32,783
Total income / additions
$97,839
Benefits paid
$38,829
Administrative expenses
$6,396
Total expenses
$45,225
Net increase / (decrease)
$52,614

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$4,187$0
Regions Bank Dba Regions TrustINVESTMENT ADVISOR$2,208not reported in the loaded dataset

Related Form 5500 pages