The Hartz Group, Inc. 401(K) Retirement Plan — Form 5500 plan (The Hartz Group, 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, The Hartz Group, Inc. 401(K) Retirement Plan is a benefit plan reported by The Hartz Group, Inc. under EIN 22-2576954 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,075 participants and $96,139,877 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Hartz Group, Inc.
EIN
22-2576954
Plan number
002
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
1,075
End-of-year plan assets
$96,139,877

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,075H, C20241011103841NAL0036681552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$96,139,877
Total liabilities (EOY)
$0
Net assets (EOY)
$96,139,877
Net assets (BOY)
$85,348,200

Income & contributions

Employer contributions
$1,313,804
Participant contributions
$4,355,926
Total contributions
$8,926,559
Total income / additions
$20,480,800

Expenses & distributions

Benefits paid
$9,498,142
Administrative expenses
$190,981
Total expenses
$9,689,123
Net increase / (decrease)
$10,791,677

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$190,981$4,2142023
Kestra Advisory Services, LLCINVESTMENT ADVISORY$0$43,7502023
Geltrude & Co.ACCOUNTANT$0$11,0002023

Related Form 5500 pages