Headly Manufacturing Co. 401(K) Profit Sharing Plan — Form 5500 plan (Headly Manufacturing Co.)
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, Headly Manufacturing Co. 401(K) Profit Sharing Plan is a benefit plan reported by Headly Manufacturing Co. under EIN 36-1349898 and plan number 002. The latest loaded filing year is 2023. The filing reports 207 participants and $5,947,514 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Headly Manufacturing Co.
- EIN
- 36-1349898
- Plan number
- 002
- Plan type
- 2
- Location
- Broadview, IL
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $5,947,514
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241009150411NAL0009332691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,947,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,947,514
- Net assets (BOY)
- $5,215,185
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $296,392
- Total contributions
- $296,392
- Total income / additions
- $1,048,695
Expenses & distributions
- Benefits paid
- $286,254
- Administrative expenses
- $29,512
- Total expenses
- $316,366
- Net increase / (decrease)
- $732,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,753 | $0 | 2023 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $13,543 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,216 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Headly Manufacturing Co.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Broadview, IL
- Empower Annuity Insurance Company — Schedule C compensation
- Wintrust Investments LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation