2023 Form 5500 filing — Hormann LLC Employees Salary Savings 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 20250605095030NAL0009045651001) for Hormann LLC Employees Salary Savings Plan, reported by Hormann LLC under EIN 20-4330294 and plan number 001. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250605095030NAL0009045651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hormann LLC
- EIN
- 20-4330294
- Plan number
- 001
- Location
- Montgomery, IL
- Participants
- 712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,108,476
- Total liabilities (EOY)
- $28
- Net assets (EOY)
- $24,108,448
- Employer contributions
- $1,036,804
- Participant contributions
- $2,307,238
- Total income / additions
- $6,643,061
- Benefits paid
- $1,546,246
- Administrative expenses
- $84,200
- Total expenses
- $1,630,446
- Net increase / (decrease)
- $5,012,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fsc Securities Corp | FINANCIAL ADVISOR | $48,641 | not reported in the loaded dataset |
| Alliance Pension Consultants | RECORDKEEPER | $21,365 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $6,475 |