2023 Form 5500 filing — Herzer Financial Services Inc Profit Sharing/401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240227181455NAL0015344976001) for Herzer Financial Services Inc Profit Sharing/401k Plan, reported by Herzer Financial Services Inc under EIN 94-2162418 and plan number 003. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240227181455NAL0015344976001
- Plan sponsor
- Herzer Financial Services Inc
- EIN
- 94-2162418
- Plan number
- 003
- Location
- Redwood City, CA
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $1,022,301
- Benefits paid
- $4,603,970
- Administrative expenses
- $124
- Total expenses
- $4,604,094
- Net increase / (decrease)
- -$3,581,793
Frequently asked questions
- What does EFAST2 acknowledgement 20240227181455NAL0015344976001 cover?
- It is the 2023 Form 5500 filing for Herzer Financial Services Inc Profit Sharing/401k Plan, reported by Herzer Financial Services Inc (EIN 94-2162418).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).