Plan5500

Hebco, Inc. Retirement Plan — Form 5500 plan (Hebco, 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, Hebco, Inc. Retirement Plan is a benefit plan reported by Hebco, Inc. under EIN 73-1199591 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $11,947,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hebco, Inc.
EIN
73-1199591
Plan number
001
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
170
End-of-year plan assets
$11,947,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240904112114NAL0020123905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,947,939
Total liabilities (EOY)
$0
Net assets (EOY)
$11,947,939
Net assets (BOY)
$10,053,732

Income & contributions

Employer contributions
$163,062
Participant contributions
$552,510
Total contributions
$803,071
Total income / additions
$2,534,477

Expenses & distributions

Benefits paid
$617,687
Administrative expenses
$22,583
Total expenses
$640,270
Net increase / (decrease)
$1,894,207

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Frost PllcACCOUNTANT$13,078not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$9,504$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages