Plan5500

J.H. Findorff & Son Inc. Employee Retirement Plan — Form 5500 plan (J.H. Findorff & Son 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, J.H. Findorff & Son Inc. Employee Retirement Plan is a benefit plan reported by J.H. Findorff & Son Inc. under EIN 39-0753746 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $90,662,166 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$90.7MPlan net assets, end of year$90,662,166
Participants384Covered participants reported
Assets / participant$236.1KComputed: assets ÷ participants$236,099 (computed)
Provider compensation$184.8K3 Schedule C provider row(s)$184,809
Plan sponsor
J.H. Findorff & Son Inc.
EIN
39-0753746
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023384H, C20250709130416NAL0007628352001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$90.7M total assets
Net assets$90.7MLiabilities$0
Money in vs. money out
Total income / additions$24.3M
Total expenses$4.8M
Benefits paid / distributions$4.6M
Contributions
Employer$4.4M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$90,662,166
Total liabilities (EOY)
$0
Net assets (EOY)
$90,662,166
Net assets (BOY)
$71,207,595

Income & contributions

Employer contributions
$4,398,131
Participant contributions
$2,961,004
Total contributions
$8,001,716
Total income / additions
$24,254,933

Expenses & distributions

Benefits paid
$4,607,745
Administrative expenses
$184,801
Total expenses
$4,800,362
Net increase / (decrease)
$19,454,571
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 60%Participant 40%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISORY$139,721$192023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,069$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages