2023 Form 5500 filing — Heat Transfer Research, Inc. 401(K) 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 20240730152803NAL0021046945001) for Heat Transfer Research, Inc. 401(K) Plan, reported by Heat Transfer Research, Inc. under EIN 73-0723287 and plan number 002. It reports 126 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)$34.7MReported net assets$34,743,775
Participants126
Provider compensation$2501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240730152803NAL0021046945001
- Plan sponsor
- Heat Transfer Research, Inc.
- EIN
- 73-0723287
- Plan number
- 002
- Location
- Navasota, TX
- Received date
- not reported in the loaded dataset
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)$34.7M total assets
Net assets$34.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $34,743,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,743,775
- Employer contributions
- $937,015
- Participant contributions
- $918,610
- Total income / additions
- $7,246,224
- Benefits paid
- $1,149,327
- Administrative expenses
- $100
- Total expenses
- $1,149,427
- Net increase / (decrease)
- $6,096,797
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $250 | $0 |