2023 Form 5500 filing — Hertz Investment Group, Inc. 401(K) Profit Sharing Plan And T
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 20241013103408NAL0012390275001) for Hertz Investment Group, Inc. 401(K) Profit Sharing Plan And T, reported by Hertz Investment Group, Inc. under EIN 95-4627972 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013103408NAL0012390275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hertz Investment Group, Inc.
- EIN
- 95-4627972
- Plan number
- 001
- Location
- Sherman Oaks, CA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,928,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,928,525
- Employer contributions
- $362,656
- Participant contributions
- $1,019,352
- Total income / additions
- $3,527,815
- Benefits paid
- $2,615,590
- Administrative expenses
- $187,691
- Total expenses
- $2,803,879
- Net increase / (decrease)
- $723,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $8,526 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Snowden Capital Advisors LLC | ADVISOR | $0 | $0 |