2023 Form 5500 filing — Herrero Builders, Inc. Profit Sharing Retirement 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 20240729153136NAL0019030577001) for Herrero Builders, Inc. Profit Sharing Retirement Plan, reported by Herrero Builders, Inc. under EIN 94-1302904 and plan number 001. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.8MReported net assets$22,787,090
Participants152
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729153136NAL0019030577001
Plan sponsor
Herrero Builders, Inc.
EIN
94-1302904
Plan number
001
Location
San Francisco, 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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.8M total assets
Net assets$22.8MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$3.7M
Benefits paid / distributions$3.8M
Contributions
Employer$430.5K
Participant$1M
Full reported line items
Total assets (EOY)
$22,787,090
Total liabilities (EOY)
$0
Net assets (EOY)
$22,787,090
Employer contributions
$430,500
Participant contributions
$1,011,459
Total income / additions
$5,089,271
Benefits paid
$3,752,592
Administrative expenses
-$3,753
Total expenses
$3,748,839
Net increase / (decrease)
$1,340,432
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $7.5K
  2. 2
    RECORDKEEPER · Direct -$11.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729153136NAL0019030577001 cover?
It is the 2023 Form 5500 filing for Herrero Builders, Inc. Profit Sharing Retirement Plan, reported by Herrero Builders, Inc. (EIN 94-1302904).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages