Hirshleifers, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Hirshleifers, 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, Hirshleifers, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Hirshleifers, Inc. under EIN 11-2001739 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $10,184,264 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hirshleifers, Inc.
EIN
11-2001739
Plan number
001
Plan type
2
Location
Manhasset, NY
Latest filing year
2023
Participants
186
End-of-year plan assets
$10,184,264

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241009100606NAL0009092931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,184,264
Total liabilities (EOY)
$0
Net assets (EOY)
$10,184,264
Net assets (BOY)
$7,941,755

Income & contributions

Employer contributions
$267,323
Participant contributions
$748,952
Total contributions
$1,046,550
Total income / additions
$2,503,274

Expenses & distributions

Benefits paid
$252,519
Administrative expenses
$4,705
Total expenses
$260,765
Net increase / (decrease)
$2,242,509

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$4,704$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Raymond James Financial Services, IADVISOR$0$02023

Related Form 5500 pages