How many benefit plans does Herbein And Company, Inc. report on Form 5500?

Herbein And Company, Inc. (EIN 23-2415973) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Herbein And Company, Inc.?

The Employer Identification Number (EIN) reported for Herbein And Company, Inc. is 23-2415973.

What is the latest Form 5500 filing year for Herbein And Company, Inc.?

The latest loaded Form 5500 filing year for Herbein And Company, Inc. is 2023.

Herbein And Company, 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, Herbein And Company, Inc. (EIN 23-2415973) is a plan sponsor located in Reading, PA with 3 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: 23-2415973
Location: Reading, PA
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $48,796,554
Total reported liabilities (EOY): $446,941
Total reported net assets (EOY): $48,349,613

Contributions & income

Employer contributions: $4,009,510
Participant contributions: $3,608,541
Total income / additions: $18,710,006

Expenses & distributions

Benefits paid / distributions: $9,444,832
Total expenses: $9,700,608
Net increase / (decrease): $9,009,398

Coverage

Total reported participants: 694
Plans with financial statements: 2
Plans with provider compensation: 2

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.

Largest loaded plans by reported assets

Herbein And Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Herbein And Company, Inc. Profit Sharing Plan	001	311	$48,523,807	2023
Herbein + Company, Inc. Group Medical Plan	502	168	$272,747	2023
Herbein + Company, Inc. Employee Benefit Plan	501	215	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Herbein And Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Herbein + Company, Inc. Group Medical Plan	168	H, C	20241015142817NAL0029975777001
2023	Herbein + Company, Inc. Employee Benefit Plan	215	—	20241015142925NAL0058132850001
2023	Herbein And Company, Inc. Profit Sharing Plan	311	H, C	20250714074904NAL0000682595001