2023 Form 5500 filing — S.D. Herman Co. 401k 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 20241011112210NAL0044107506001) for S.D. Herman Co. 401k Profit Sharing Plan, reported by G Herman & Son Co., Inc. Dba S.D. Herman Co. under EIN 56-2308543 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,324,944
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011112210NAL0044107506001
Plan sponsor
G Herman & Son Co., Inc. Dba S.D. Herman Co.
EIN
56-2308543
Plan number
001
Location
Los Angeles, CA
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities
Money in vs. money out
Total income / additions$170.3K
Total expenses$103.7K
Benefits paid / distributions$94.4K
Contributions
EmployerNot reported
Participant$10K
Full reported line items
Total assets (EOY)
$1,324,944
Net assets (EOY)
$1,324,944
Participant contributions
$10,000
Total income / additions
$170,316
Benefits paid
$94,421
Administrative expenses
$9,260
Total expenses
$103,681
Net increase / (decrease)
$66,635

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011112210NAL0044107506001 cover?
It is the 2023 Form 5500 filing for S.D. Herman Co. 401k Profit Sharing Plan, reported by G Herman & Son Co., Inc. Dba S.D. Herman Co. (EIN 56-2308543).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages