Plan5500

H&T Waterbury, Inc. 401(K) Plan — Form 5500 plan (H & T Waterbury, 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, H&T Waterbury, Inc. 401(K) Plan is a benefit plan reported by H & T Waterbury, Inc. under EIN 06-0948649 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $24,311,959 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H & T Waterbury, Inc.
EIN
06-0948649
Plan number
001
Plan type
2
Location
Waterbury, CT
Latest filing year
2023
Participants
476
End-of-year plan assets
$24,311,959

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023476H, C20241022090102NAL0004009392001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,311,959
Total liabilities (EOY)
$0
Net assets (EOY)
$24,311,959
Net assets (BOY)
$27,321,610

Income & contributions

Employer contributions
$468,732
Participant contributions
$855,860
Total contributions
$1,332,608
Total income / additions
$5,003,190

Expenses & distributions

Benefits paid
$2,744,905
Administrative expenses
$72,246
Total expenses
$2,817,151
Net increase / (decrease)
$2,186,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$72,246$02023

Related Form 5500 pages