Herker Industries, Inc. 401k Profit Sharing Plan — Form 5500 plan (Multi-Fab Products - Nova Technology, 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, Herker Industries, Inc. 401k Profit Sharing Plan is a benefit plan reported by Multi-Fab Products - Nova Technology, Inc. under EIN 39-0837496 and plan number 001. The latest loaded filing year is 2023. The filing reports 280 participants and $22,114,755 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multi-Fab Products - Nova Technology, Inc.
- EIN
- 39-0837496
- Plan number
- 001
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 280
- End-of-year plan assets
- $22,114,755
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 280 | H, C | 20241009142349NAL0019427585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,114,755
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,114,755
- Net assets (BOY)
- $18,808,036
Income & contributions
- Employer contributions
- $862,232
- Participant contributions
- $984,181
- Total contributions
- $1,995,015
- Total income / additions
- $4,746,733
Expenses & distributions
- Benefits paid
- $1,335,386
- Administrative expenses
- $97,660
- Total expenses
- $1,440,014
- Net increase / (decrease)
- $3,306,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $73,611 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | CONTRACT ADMIN | $68,909 | $0 | 2023 |
| The Retirement Advantage, Inc. | CONTRACT ADMIN | $7,927 | $3,460 | 2023 |
| Reilly, Penner & Benton Llp | AUDITOR | $7,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multi-Fab Products - Nova Technology, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Retirement Advantage, Inc. — Schedule C compensation
- Reilly, Penner & Benton Llp — Schedule C compensation