Hertz Associates Ltd. Profit Sharing Plan — Form 5500 plan (Hertz Associates Ltd.)
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, Hertz Associates Ltd. Profit Sharing Plan is a benefit plan reported by Hertz Associates Ltd. under EIN 42-0867198 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $57,573,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hertz Associates Ltd.
- EIN
- 42-0867198
- Plan number
- 001
- Plan type
- 2
- Location
- Nevada, IA
- Latest filing year
- 2023
- Participants
- 223
- End-of-year plan assets
- $57,573,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 223 | H, C | 20241014101815NAL0013117395001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,573,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,573,877
- Net assets (BOY)
- $48,381,567
Income & contributions
- Employer contributions
- $818,205
- Participant contributions
- $1,767,445
- Total contributions
- $2,590,432
- Total income / additions
- $11,016,937
Expenses & distributions
- Benefits paid
- $1,801,581
- Administrative expenses
- $23,046
- Total expenses
- $1,824,627
- Net increase / (decrease)
- $9,192,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Denman Cpa Llp | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $9,634 | not reported in the loaded dataset | 2023 |
| T Rowe Price Rps Inc | NONE | $2,825 | $0 | 2023 |