Honnen Equipment Company Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Honnen Equipment Company)
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, Honnen Equipment Company Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Honnen Equipment Company under EIN 84-0533971 and plan number 001. The latest loaded filing year is 2023. The filing reports 348 participants and $23,959,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Honnen Equipment Company
- EIN
- 84-0533971
- Plan number
- 001
- Plan type
- 2
- Location
- Commerce City, CO
- Latest filing year
- 2023
- Participants
- 348
- End-of-year plan assets
- $23,959,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 348 | H, C | 20241009214056NAL0019999601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,959,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,959,580
- Net assets (BOY)
- $21,196,314
Income & contributions
- Employer contributions
- $1,065,699
- Participant contributions
- $1,671,395
- Total contributions
- $3,392,898
- Total income / additions
- $7,003,843
Expenses & distributions
- Benefits paid
- $4,190,385
- Administrative expenses
- $48,146
- Total expenses
- $4,240,577
- Net increase / (decrease)
- $2,763,266
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advised Assets Group, LLC | INVESTMENT MGMT | $34,654 | not reported in the loaded dataset | 2023 |
| Alpha Capital Management Group LLC | INVESTMENT ADVISOR | $8,299 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Company | RECORDKEEPER | $5,193 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Honnen Equipment Company
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Commerce City, CO
- Advised Assets Group, LLC — Schedule C compensation
- Alpha Capital Management Group LLC — Schedule C compensation
- Great-West Life & Annuity Company — Schedule C compensation