Hesse Industrial Sales, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Hesse Industrial Sales, 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, Hesse Industrial Sales, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Hesse Industrial Sales, Inc. under EIN 16-0876331 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $10,327,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hesse Industrial Sales, Inc.
EIN
16-0876331
Plan number
001
Plan type
2
Location
Orchard Park, NY
Latest filing year
2023
Participants
115
End-of-year plan assets
$10,327,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023115H, C20250707094925NAL0001516035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,327,363
Total liabilities (EOY)
$0
Net assets (EOY)
$10,327,363
Net assets (BOY)
$9,321,257

Income & contributions

Employer contributions
$212,577
Participant contributions
$472,019
Total contributions
$684,596
Total income / additions
$2,988,459

Expenses & distributions

Benefits paid
$1,910,106
Administrative expenses
$31,602
Total expenses
$1,982,353
Net increase / (decrease)
$1,006,106

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James And AssociatesADVISOR$25,055not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$6,789not reported in the loaded dataset2023
Futureplan By AscensusTPA$3,175$852023

Related Form 5500 pages