2023 Form 5500 filing — Headly Manufacturing Co. 401(K) Profit Sharing 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 20241009150411NAL0009332691001) for Headly Manufacturing Co. 401(K) Profit Sharing Plan, reported by Headly Manufacturing Co. under EIN 36-1349898 and plan number 002. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009150411NAL0009332691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Headly Manufacturing Co.
- EIN
- 36-1349898
- Plan number
- 002
- Location
- Broadview, IL
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,947,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,947,514
- Employer contributions
- $0
- Participant contributions
- $296,392
- Total income / additions
- $1,048,695
- Benefits paid
- $286,254
- Administrative expenses
- $29,512
- Total expenses
- $316,366
- Net increase / (decrease)
- $732,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,753 | $0 |
| Wintrust Investments LLC | INVESTMENT ADVISOR | $13,543 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,216 | not reported in the loaded dataset |