Howard Industries, Inc. Employees' Retirement Services Plan — Form 5500 plan (Howard Industries, 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, Howard Industries, Inc. Employees' Retirement Services Plan is a benefit plan reported by Howard Industries, Inc. under EIN 64-0466143 and plan number 003. The latest loaded filing year is 2023. The filing reports 142 participants and $476,523 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$476.5KPlan net assets, end of year$476,523
Participants142Covered participants reported
Assets / participant$3.4KComputed: assets ÷ participants$3,356 (computed)
Provider compensation$6.4K2 Schedule C provider row(s)$6,395
- Plan sponsor
- Howard Industries, Inc.
- EIN
- 64-0466143
- Plan number
- 003
- Plan type
- 2
- Location
- Ellisville, MS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241011090513NAL0010751587001 |
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)$476.5K total assets
Net assets$476.5KLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $476,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $476,523
- Net assets (BOY)
- $423,909
Income & contributions
- Participant contributions
- $32,783
- Total contributions
- $32,783
- Total income / additions
- $97,839
Expenses & distributions
- Benefits paid
- $38,829
- Administrative expenses
- $6,396
- Total expenses
- $45,225
- Net increase / (decrease)
- $52,614
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.
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income40%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,187 | $0 | 2023 |
| Regions Bank Dba Regions Trust | INVESTMENT ADVISOR | $2,208 | not reported in the loaded dataset | 2023 |