2023 Form 5500 filing — Honnen Equipment Company Profit Sharing 401(K) Plan And Trust
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 20241009214056NAL0019999601001) for Honnen Equipment Company Profit Sharing 401(K) Plan And Trust, reported by Honnen Equipment Company under EIN 84-0533971 and plan number 001. It reports 348 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009214056NAL0019999601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Honnen Equipment Company
- EIN
- 84-0533971
- Plan number
- 001
- Location
- Commerce City, CO
- Participants
- 348
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,959,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,959,580
- Employer contributions
- $1,065,699
- Participant contributions
- $1,671,395
- Total income / additions
- $7,003,843
- Benefits paid
- $4,190,385
- Administrative expenses
- $48,146
- Total expenses
- $4,240,577
- Net increase / (decrease)
- $2,763,266
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advised Assets Group, LLC | INVESTMENT MGMT | $34,654 | not reported in the loaded dataset |
| Alpha Capital Management Group LLC | INVESTMENT ADVISOR | $8,299 | not reported in the loaded dataset |
| Great-West Life & Annuity Company | RECORDKEEPER | $5,193 | $0 |