2023 Form 5500 filing — Houck Services, Inc. Salary Savings 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 20240909125302NAL0002788467001) for Houck Services, Inc. Salary Savings Plan, reported by Houck Services, Inc. under EIN 23-2018670 and plan number 002. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909125302NAL0002788467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houck Services, Inc.
- EIN
- 23-2018670
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,092,173
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,092,173
- Employer contributions
- $1,535,602
- Participant contributions
- $695,597
- Total income / additions
- $3,674,031
- Benefits paid
- $2,410,319
- Administrative expenses
- $16,865
- Total expenses
- $2,538,442
- Net increase / (decrease)
- $1,135,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group, LLC | INVESTMENT ADVISOR | $0 | $22,689 |
| Valley Forge Pension Management | THIRD PARTY ADMINISTRATO | $0 | $5,411 |