2023 Form 5500 filing — Hertz Associates Ltd. 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 20241014101815NAL0013117395001) for Hertz Associates Ltd. Profit Sharing Plan, reported by Hertz Associates Ltd. under EIN 42-0867198 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014101815NAL0013117395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hertz Associates Ltd.
- EIN
- 42-0867198
- Plan number
- 001
- Location
- Nevada, IA
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,573,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,573,877
- Employer contributions
- $818,205
- Participant contributions
- $1,767,445
- Total income / additions
- $11,016,937
- Benefits paid
- $1,801,581
- Administrative expenses
- $23,046
- Total expenses
- $1,824,627
- Net increase / (decrease)
- $9,192,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Denman Cpa Llp | NONE | $10,500 | not reported in the loaded dataset |
| Lpl Financial | NONE | $9,634 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $2,825 | $0 |