2023 Form 5500 filing — Hesse Industrial Sales, Inc. Profit Sharing 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 20250707094925NAL0001516035001) for Hesse Industrial Sales, Inc. Profit Sharing 401(K) Plan, reported by Hesse Industrial Sales, Inc. under EIN 16-0876331 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250707094925NAL0001516035001
Filing year
2023
Form type
2
Plan sponsor
Hesse Industrial Sales, Inc.
EIN
16-0876331
Plan number
001
Location
Orchard Park, NY
Participants
115
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,327,363
Total liabilities (EOY)
$0
Net assets (EOY)
$10,327,363
Employer contributions
$212,577
Participant contributions
$472,019
Total income / additions
$2,988,459
Benefits paid
$1,910,106
Administrative expenses
$31,602
Total expenses
$1,982,353
Net increase / (decrease)
$1,006,106
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Raymond James And AssociatesADVISOR$25,055not reported in the loaded dataset
The Vanguard Group, Inc.RECORDKEEPER$6,789not reported in the loaded dataset
Futureplan By AscensusTPA$3,175$85

Related Form 5500 pages