Headco Industries, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Headco Industries, 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, Headco Industries, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Headco Industries, Inc. under EIN 36-1687851 and plan number 003. The latest loaded filing year is 2023. The filing reports 292 participants and $17,325,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Headco Industries, Inc.
- EIN
- 36-1687851
- Plan number
- 003
- Plan type
- 2
- Location
- Broadview, IL
- Latest filing year
- 2023
- Participants
- 292
- End-of-year plan assets
- $17,325,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 292 | H, C | 20241010160325NAL0034694800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,325,807
- Total liabilities (EOY)
- $10,933
- Net assets (EOY)
- $17,314,874
- Net assets (BOY)
- $14,884,795
Income & contributions
- Employer contributions
- $293,862
- Participant contributions
- $1,022,633
- Total contributions
- $1,388,542
- Total income / additions
- $3,705,146
Expenses & distributions
- Benefits paid
- $1,208,693
- Administrative expenses
- $66,374
- Total expenses
- $1,275,067
- Net increase / (decrease)
- $2,430,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,323 | $0 | 2023 |
| Capital Strategies Investment Group | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset | 2023 |
| Miller Cooper & Co Ltd | AUDITOR | $11,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Headco Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Broadview, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Capital Strategies Investment Group — Schedule C compensation
- Miller Cooper & Co Ltd — Schedule C compensation