Howden Usa 401(K) Savings Plus Plan — Form 5500 plan (Howden Usa)
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, Howden Usa 401(K) Savings Plus Plan is a benefit plan reported by Howden Usa under EIN 31-0780524 and plan number 001. The latest loaded filing year is 2023. The filing reports 991 participants and $100,970,112 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howden Usa
- EIN
- 31-0780524
- Plan number
- 001
- Plan type
- 3
- Location
- Depew, NY
- Latest filing year
- 2023
- Participants
- 991
- End-of-year plan assets
- $100,970,112
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 991 | H, C | 20241015084334NAL0027855873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,970,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,970,112
- Net assets (BOY)
- $87,973,627
Income & contributions
- Employer contributions
- $4,100,880
- Participant contributions
- $6,156,687
- Total contributions
- $11,932,257
- Total income / additions
- $27,409,266
Expenses & distributions
- Benefits paid
- $14,287,682
- Administrative expenses
- $112,850
- Total expenses
- $14,412,781
- Net increase / (decrease)
- $12,996,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,412 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $35,438 | not reported in the loaded dataset | 2023 |