Horwith Trucks, Inc. 401(K) Retirement Plan — Form 5500 plan (Horwith Trucks, 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, Horwith Trucks, Inc. 401(K) Retirement Plan is a benefit plan reported by Horwith Trucks, Inc. under EIN 23-1732270 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $14,828,707 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horwith Trucks, Inc.
EIN
23-1732270
Plan number
001
Plan type
2
Location
Northampton, PA
Latest filing year
2023
Participants
184
End-of-year plan assets
$14,828,707

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023184H, C20250714141410NAL0000936963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,828,707
Total liabilities (EOY)
$0
Net assets (EOY)
$14,828,707
Net assets (BOY)
$12,147,614

Income & contributions

Employer contributions
$326,136
Participant contributions
$562,802
Total contributions
$898,531
Total income / additions
$4,071,035

Expenses & distributions

Benefits paid
$1,359,703
Administrative expenses
$30,239
Total expenses
$1,389,942
Net increase / (decrease)
$2,681,093

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Private Advisor GroupINVESTMENT ADVISORY$27,263not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$2,979$02023

Related Form 5500 pages