Plan5500

Hughes Anderson Heat Exchangers, 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, Hughes Anderson Heat Exchangers, Inc. (EIN 73-0795562) is a plan sponsor located in Tulsa, OK with 1 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
73-0795562
Location
Tulsa, OK
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hughes Anderson Heat Exchangers, Inc.

  • 3 loaded plans hold $21.7M in reported assets.
  • The largest, Hughes Anderson Savings & Ps Plan, holds 65% of this company's reported plan assets.
  • Plans cover 360 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$21.7MSummed across loaded plans$21,672,022
Total reported assets$21.7M$21,672,022
Total reported participants360
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$21.7M total assets
Net assets$21.7MLiabilities$0
Contributions & income
Employer contributions$677.6K
Participant contributions$609.7K
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets65%Hughes Anderson Savings & Ps Plan
Participants per plan120Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Hughes Anderson Savings & Ps Plan$14.1M
    Plan #001 · 186 participants · 2023
  2. 2
    Hughes-Anderson Employee Stock Ownership Plan$7.6M
    Plan #002 · 78 participants · 2023
  3. 3
    Hughes-Anderson Heat Exchangers, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 96 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hughes Anderson Heat Exchangers, Inc.. Open one for its full reported snapshot.

  1. 2023
    Hughes Anderson Savings & Ps Plan186 participants · 2Sch HSch C
    View filing →
  2. 2023
    Hughes-Anderson Employee Stock Ownership Plan78 participants · 2Sch I
    View filing →
  3. 2023
    Hughes-Anderson Heat Exchangers, Inc. Employee Benefit Plan96 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hughes Anderson Heat Exchangers, Inc. report on Form 5500?
Hughes Anderson Heat Exchangers, Inc. (EIN 73-0795562) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hughes Anderson Heat Exchangers, Inc.?
The Employer Identification Number (EIN) reported for Hughes Anderson Heat Exchangers, Inc. is 73-0795562.
What is the latest Form 5500 filing year for Hughes Anderson Heat Exchangers, Inc.?
The latest loaded Form 5500 filing year for Hughes Anderson Heat Exchangers, Inc. is 2023.

Related Form 5500 pages