2023 Form 5500 filing — Henry 401(K) 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 20241015081441NAL0015974739001) for Henry 401(K) Plan, reported by Henry Rac Holding Corp under EIN 11-3337304 and plan number 001. It reports 708 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081441NAL0015974739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henry Rac Holding Corp
- EIN
- 11-3337304
- Plan number
- 001
- Location
- Rice Lake, WI
- Participants
- 708
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,367,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,367,239
- Employer contributions
- $470,472
- Participant contributions
- $1,351,536
- Total income / additions
- $2,899,007
- Benefits paid
- $355,068
- Administrative expenses
- $44,916
- Total expenses
- $416,028
- Net increase / (decrease)
- $2,482,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,916 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $14,650 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |