Hef-Usa, Inc 401(K) Plan — Form 5500 plan (Hef-Usa, 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, Hef-Usa, Inc 401(K) Plan is a benefit plan reported by Hef-Usa, Inc. under EIN 31-1370673 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $12,843,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hef-Usa, Inc.
EIN
31-1370673
Plan number
001
Plan type
2
Location
Springfield, OH
Latest filing year
2023
Participants
404
End-of-year plan assets
$12,843,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20250725080429NAL0005559585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,843,833
Total liabilities (EOY)
$0
Net assets (EOY)
$12,843,833
Net assets (BOY)
$10,910,696

Income & contributions

Employer contributions
$568,172
Participant contributions
$1,144,850
Total contributions
$1,745,663
Total income / additions
$3,653,292

Expenses & distributions

Benefits paid
$1,652,851
Administrative expenses
$67,304
Total expenses
$1,720,155
Net increase / (decrease)
$1,933,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hays Financial GroupADVISOR$38,847not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$27,195$02023
Wealth Management Systems IncNONE$0$02023

Related Form 5500 pages