Plan5500

Henke Sass Wolf Of America, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Henke Sass Wolf Of America, Inc. (EIN 04-3127665) is a plan sponsor located in Dudley, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-3127665
Location
Dudley, MA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.7MSummed across loaded plans$5,697,071
Total reported assets$5.7M$5,717,035
Total reported participants401
Total reported liabilities$20K$19,964

Reported net position

Reported assets = net assets + liabilities (summed)$5.7M total assets
Net assets$5.7MLiabilities$20K
Contributions & income
Employer contributions$216.6K
Participant contributions$633.8K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$406.4K
Total expenses$475.3K
Net increase / (decrease)$1.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan
Participants per plan201Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan$5.7M
    Plan #001 · 221 participants · 2023
  2. 2
    Henke Sass Wolf Of America, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 180 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Henke Sass Wolf Of America, Inc.
YearPlanParticipantsSchedulesFiling
2023Henke Sass Wolf Of America, Inc. 401(K) Retirement Plan221H, C20240724051641NAL0007924899001
2023Henke Sass Wolf Of America, Inc. Employee Benefits Plan180—20240728193006NAL0018850209001

Related Form 5500 pages