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, Heat Transfer Research, Inc. 401(K) Plan is a benefit plan reported by Heat Transfer Research, Inc. under EIN 73-0723287 and plan number 002. The latest loaded filing year is 2023. The filing reports 126 participants and $34,743,775 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,743,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,743,775
- Net assets (BOY)
- $28,646,978
Income & contributions
- Employer contributions
- $937,015
- Participant contributions
- $918,610
- Total contributions
- $1,869,212
- Total income / additions
- $7,246,224
Expenses & distributions
- Benefits paid
- $1,149,327
- Administrative expenses
- $100
- Total expenses
- $1,149,427
- Net increase / (decrease)
- $6,096,797