2023 Form 5500 filing — Healey Brothers, Inc. 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 20240618080229NAL0003083456001) for Healey Brothers, Inc. 401k Plan, reported by Healey Brothers, Inc. under EIN 06-1554816 and plan number 001. It reports 615 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240618080229NAL0003083456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healey Brothers, Inc.
- EIN
- 06-1554816
- Plan number
- 001
- Location
- Goshen, NY
- Participants
- 615
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,856,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,856,709
- Employer contributions
- $808,083
- Participant contributions
- $3,369,147
- Total income / additions
- $10,395,692
- Benefits paid
- $3,040,217
- Administrative expenses
- -$4,581
- Total expenses
- $3,048,799
- Net increase / (decrease)
- $7,346,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment | ADVISOR | $0 | $39,123 |
| Rbt Cpas, Llp | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$18,927 | $0 |