Horschel Brothers Precision 401k Plan — Form 5500 plan (Horschel Brothers Precision, LLC)

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, Horschel Brothers Precision 401k Plan is a benefit plan reported by Horschel Brothers Precision, LLC under EIN 16-1471326 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $10,764,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horschel Brothers Precision, LLC
EIN
16-1471326
Plan number
001
Plan type
2
Location
Springville, NY
Latest filing year
2023
Participants
145
End-of-year plan assets
$10,764,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240916055905NAL0000876355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,764,057
Total liabilities (EOY)
$0
Net assets (EOY)
$10,764,057
Net assets (BOY)
$9,043,314

Income & contributions

Employer contributions
$93,802
Participant contributions
$471,187
Total contributions
$580,387
Total income / additions
$1,899,612

Expenses & distributions

Benefits paid
$167,944
Administrative expenses
$10,925
Total expenses
$178,869
Net increase / (decrease)
$1,720,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lifetime Benefit SolutionsTPA$0not reported in the loaded dataset2023

Related Form 5500 pages