Mel R. Hertz 401(K) Retirement Savings Plan — Form 5500 plan (Mel R. Hertz)
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, Mel R. Hertz 401(K) Retirement Savings Plan is a benefit plan reported by Mel R. Hertz under EIN 99-0305555 and plan number 003. The latest loaded filing year is 2023. The filing reports 1 participants and $2,372,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mel R. Hertz
- EIN
- 99-0305555
- Plan number
- 003
- Plan type
- 2
- Location
- Kailua, HI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,372,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241020040222NAL0000224176001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,372,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,372,846
- Net assets (BOY)
- $2,236,154
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $254,845
Expenses & distributions
- Benefits paid
- $118,000
- Administrative expenses
- $153
- Total expenses
- $118,153
- Net increase / (decrease)
- $136,692
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.