2023 Form 5500 filing — Headco Industries, Inc. Profit Sharing And 401(K) 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 20241010160325NAL0034694800001) for Headco Industries, Inc. Profit Sharing And 401(K) Plan, reported by Headco Industries, Inc. under EIN 36-1687851 and plan number 003. It reports 292 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160325NAL0034694800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Headco Industries, Inc.
- EIN
- 36-1687851
- Plan number
- 003
- Location
- Broadview, IL
- Participants
- 292
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,325,807
- Total liabilities (EOY)
- $10,933
- Net assets (EOY)
- $17,314,874
- Employer contributions
- $293,862
- Participant contributions
- $1,022,633
- Total income / additions
- $3,705,146
- Benefits paid
- $1,208,693
- Administrative expenses
- $66,374
- Total expenses
- $1,275,067
- Net increase / (decrease)
- $2,430,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,323 | $0 |
| Capital Strategies Investment Group | INVESTMENT ADVISOR | $12,500 | not reported in the loaded dataset |
| Miller Cooper & Co Ltd | AUDITOR | $11,500 | not reported in the loaded dataset |