2023 Form 5500 filing — Hoerbiger Us 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 20240927071309NAL0003916626001) for Hoerbiger Us Retirement Plan, reported by Hoerbiger America Holding, Inc. under EIN 20-3965560 and plan number 001. It reports 1,350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927071309NAL0003916626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hoerbiger America Holding, Inc.
- EIN
- 20-3965560
- Plan number
- 001
- Location
- Deerfield Beach, FL
- Participants
- 1,350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $176,235,777
- Total liabilities (EOY)
- $879
- Net assets (EOY)
- $176,234,898
- Employer contributions
- $2,969,435
- Participant contributions
- $7,699,565
- Total income / additions
- $35,952,673
- Benefits paid
- $14,494,265
- Administrative expenses
- $227,710
- Total expenses
- $14,737,174
- Net increase / (decrease)
- $21,215,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $146,908 | $0 |
| Creative Planning LLC | NONE | $60,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $33,206 | not reported in the loaded dataset |
| Ahearn Jasco + Company Pa | NONE | $15,000 | not reported in the loaded dataset |
| Empower Financial Services, Inc | NONE | $290 | not reported in the loaded dataset |