Huffy Holdings Savings Plan — Form 5500 plan (Huffy Holdings 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, Huffy Holdings Savings Plan is a benefit plan reported by Huffy Holdings Inc. under EIN 82-4842674 and plan number 011. The latest loaded filing year is 2023. The filing reports 211 participants and $20,551,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huffy Holdings Inc.
- EIN
- 82-4842674
- Plan number
- 011
- Plan type
- 2
- Location
- Miamisburg, OH
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $20,551,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20241106120839NAL0005282931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,551,034
- Total liabilities (EOY)
- $20,749
- Net assets (EOY)
- $20,530,285
- Net assets (BOY)
- $20,405,609
Income & contributions
- Employer contributions
- $306,194
- Participant contributions
- $1,039,064
- Total contributions
- $1,430,987
- Total income / additions
- $4,043,384
Expenses & distributions
- Benefits paid
- $3,854,401
- Administrative expenses
- $64,307
- Total expenses
- $3,918,708
- Net increase / (decrease)
- $124,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,807 | $0 | 2023 |
| Ubs Financial Services, Inc. | NONE | $12,500 | not reported in the loaded dataset | 2023 |