2023 Form 5500 filing — Herrschners, Inc. Retirement 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 20240927072127NAL0003161504001) for Herrschners, Inc. Retirement Savings Plan, reported by Herrschners, Inc. under EIN 39-1747000 and plan number 002. It reports 125 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)$4.7MReported net assets$4,712,982
Participants125
Provider compensation$33.8K1 Schedule C row(s)$33,799
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927072127NAL0003161504001
Plan sponsor
Herrschners, Inc.
EIN
39-1747000
Plan number
002
Location
Stevens Point, WI
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)$4.7M total assets
Net assets$4.7MLiabilities$0
Money in vs. money out
Total income / additions$916.5K
Total expenses$519.1K
Benefits paid / distributions$485.3K
Contributions
Employer$17.7K
Participant$259.5K
Full reported line items
Total assets (EOY)
$4,712,982
Total liabilities (EOY)
$0
Net assets (EOY)
$4,712,982
Employer contributions
$17,697
Participant contributions
$259,458
Total income / additions
$916,485
Benefits paid
$485,343
Administrative expenses
$33,799
Total expenses
$519,142
Net increase / (decrease)
$397,343
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $33.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927072127NAL0003161504001 cover?
It is the 2023 Form 5500 filing for Herrschners, Inc. Retirement Savings Plan, reported by Herrschners, Inc. (EIN 39-1747000).
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