2023 Form 5500 filing — The Hartz Group, Inc. 401(K) Retirement 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 20241011103841NAL0036681552001) for The Hartz Group, Inc. 401(K) Retirement Plan, reported by The Hartz Group, Inc. under EIN 22-2576954 and plan number 002. It reports 1,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103841NAL0036681552001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Hartz Group, Inc.
- EIN
- 22-2576954
- Plan number
- 002
- Location
- Secaucus, NJ
- Participants
- 1,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,139,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,139,877
- Employer contributions
- $1,313,804
- Participant contributions
- $4,355,926
- Total income / additions
- $20,480,800
- Benefits paid
- $9,498,142
- Administrative expenses
- $190,981
- Total expenses
- $9,689,123
- Net increase / (decrease)
- $10,791,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $190,981 | $4,214 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $43,750 |
| Geltrude & Co. | ACCOUNTANT | $0 | $11,000 |