Herald Group Of Employees Profit Sharing Plan — Form 5500 plan (Herald Office Supply, 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, Herald Group Of Employees Profit Sharing Plan is a benefit plan reported by Herald Office Supply, Inc. under EIN 57-0782942 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $7,947,249 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herald Office Supply, Inc.
EIN
57-0782942
Plan number
001
Plan type
2
Location
Dillon, SC
Latest filing year
2023
Participants
181
End-of-year plan assets
$7,947,249

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240913104503NAL0011528657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,947,249
Total liabilities (EOY)
$0
Net assets (EOY)
$7,947,249
Net assets (BOY)
$7,179,992

Income & contributions

Employer contributions
$32,336
Participant contributions
$226,903
Total contributions
$262,905
Total income / additions
$1,241,617

Expenses & distributions

Benefits paid
$415,208
Administrative expenses
$39,648
Total expenses
$474,360
Net increase / (decrease)
$767,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Citizens BankINVESTMENT ADVISOR$27,494$02023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$12,154$02023
Munn & Associates, PcACCOUNTANT$10,500$02023

Related Form 5500 pages