Hebeler Holdings 401k Plan — Form 5500 plan (Hebeler Holdings LLC)
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, Hebeler Holdings 401k Plan is a benefit plan reported by Hebeler Holdings LLC under EIN 47-1584621 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $11,551,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hebeler Holdings LLC
- EIN
- 47-1584621
- Plan number
- 001
- Plan type
- 2
- Location
- Tonawanda, NY
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $11,551,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241003075900NAL0004686883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,551,492
- Total liabilities (EOY)
- $3,260
- Net assets (EOY)
- $11,548,232
- Net assets (BOY)
- $11,358,707
Income & contributions
- Employer contributions
- $67,344
- Participant contributions
- $529,004
- Total contributions
- $628,898
- Total income / additions
- $2,608,946
Expenses & distributions
- Benefits paid
- $2,418,971
- Administrative expenses
- $450
- Total expenses
- $2,419,421
- Net increase / (decrease)
- $189,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $450 | $0 | 2023 |
| Aegis Capital Corp | ADVISOR | $0 | $0 | 2023 |
| Securities America Inc | ADVISOR | $0 | $0 | 2023 |