2023 Form 5500 filing — Kpm Herkules Group 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 20241015103447NAL0047384352001) for Kpm Herkules Group 401(K) Plan, reported by Herkules Usa Corporation, Inc. under EIN 64-0717023 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103447NAL0047384352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herkules Usa Corporation, Inc.
- EIN
- 64-0717023
- Plan number
- 001
- Location
- Ford City, PA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,555,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,555,774
- Employer contributions
- $176,272
- Participant contributions
- $660,774
- Total income / additions
- $3,318,703
- Benefits paid
- $1,404,410
- Administrative expenses
- $68,192
- Total expenses
- $1,472,602
- Net increase / (decrease)
- $1,846,101
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research, Inc. | INV ADVISOR | $42,534 | $0 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $21,458 | $0 |
| Duncan Financial Group LLC | CONTRACT ADMIN | $9,030 | $10,000 |