Hepco, Inc. 401(K) Savings Plan — Form 5500 plan (Hepco, 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, Hepco, Inc. 401(K) Savings Plan is a benefit plan reported by Hepco, Inc. under EIN 22-3202982 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $4,371,568 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hepco, Inc.
- EIN
- 22-3202982
- Plan number
- 001
- Plan type
- 2
- Location
- Saddle Brook, NJ
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $4,371,568
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20240927143053NAL0003863840001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,371,568
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,371,568
- Net assets (BOY)
- $3,983,323
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $625,160
- Total contributions
- $631,851
- Total income / additions
- $1,158,851
Expenses & distributions
- Benefits paid
- $745,964
- Administrative expenses
- $24,642
- Total expenses
- $770,606
- Net increase / (decrease)
- $388,245
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,358 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $8,326 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,470 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $946 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hepco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Saddle Brook, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morgan Stanley Insurance Services I — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation