Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan — Form 5500 plan (Henke Sass Wolf Of America, Inc.)

Plain-English plan 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, Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan is a benefit plan reported by Henke Sass Wolf Of America, Inc. under EIN 04-3127665 and plan number 001. The latest loaded filing year is 2023. The filing reports 221 participants and $5,717,035 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henke Sass Wolf Of America, Inc.
EIN
04-3127665
Plan number
001
Plan type
2
Location
Dudley, MA
Latest filing year
2023
Participants
221
End-of-year plan assets
$5,717,035

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023221H, C20240724051641NAL0007924899001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,717,035
Total liabilities (EOY)
$19,964
Net assets (EOY)
$5,697,071
Net assets (BOY)
$4,411,403

Income & contributions

Employer contributions
$216,611
Participant contributions
$633,794
Total contributions
$967,291
Total income / additions
$1,760,985

Expenses & distributions

Benefits paid
$406,363
Administrative expenses
$39,504
Total expenses
$475,317
Net increase / (decrease)
$1,285,668

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$28,074$02023
Global Retirement PartnersINVESTMENT/FINANCIAL ADVI$11,429$02023

Related Form 5500 pages