Herren Associates 401(K) Plan — Form 5500 plan (Herren Associates, 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, Herren Associates 401(K) Plan is a benefit plan reported by Herren Associates, Inc. under EIN 54-1503272 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $17,703,857 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17.7MPlan net assets, end of year$17,699,289
Participants187Covered participants reported
Assets / participant$94.7KComputed: assets ÷ participants$94,673 (computed)
Provider compensation$7.7K2 Schedule C provider row(s)$7,662
- Plan sponsor
- Herren Associates, Inc.
- EIN
- 54-1503272
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241015115912NAL0029503761001 |
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)$17.7M total assets
Net assets$17.7MLiabilities$4.6K
Full reported line items
Net assets
- Total assets (EOY)
- $17,703,857
- Total liabilities (EOY)
- $4,568
- Net assets (EOY)
- $17,699,289
- Net assets (BOY)
- $14,245,018
Income & contributions
- Employer contributions
- $709,858
- Participant contributions
- $1,081,007
- Total contributions
- $1,828,401
- Total income / additions
- $4,752,864
Expenses & distributions
- Benefits paid
- $1,258,053
- Administrative expenses
- $40,540
- Total expenses
- $1,298,593
- Net increase / (decrease)
- $3,454,271
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.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Retirement Benefit Solutions, LLC | TPA | $0 | $7,662 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |