2023 Form 5500 filing — Herrick Technology Laboratories 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 20241001164749NAL0003464979001) for Herrick Technology Laboratories Retirement Plan, reported by Herrick Technology Laboratories, Inc. under EIN 02-0521008 and plan number 001. It reports 209 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)$26.4MReported net assets$26,403,368
Participants209
Provider compensation$53.9K2 Schedule C row(s)$53,884
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001164749NAL0003464979001
- Plan sponsor
- Herrick Technology Laboratories, Inc.
- EIN
- 02-0521008
- Plan number
- 001
- Location
- Germantown, MD
- 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)$26.4M total assets
Net assets$26.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,403,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,403,368
- Employer contributions
- $725,480
- Participant contributions
- $1,905,578
- Total income / additions
- $6,737,277
- Benefits paid
- $1,845,970
- Administrative expenses
- $53,884
- Total expenses
- $1,899,854
- Net increase / (decrease)
- $4,837,423
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $43,884 | $0 |
| Kestra Investment Services LLC | ADVISOR | $10,000 | not reported in the loaded dataset |