2023 Form 5500 filing — Henderson Brothers, Inc. 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 20241014102917NAL0025924209001) for Henderson Brothers, Inc. Profit Sharing Plan, reported by Henderson Brothers, Inc. under EIN 25-0543730 and plan number 001. It reports 218 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)$37.8MReported net assets$37,757,673
Participants218
Provider compensation$101.6K3 Schedule C row(s)$101,640
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014102917NAL0025924209001
Plan sponsor
Henderson Brothers, Inc.
EIN
25-0543730
Plan number
001
Location
Pittsburgh, PA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$37.8M total assets
Net assets$37.8MLiabilities$0
Money in vs. money out
Total income / additions$9.7M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$899.4K
Participant$1.6M
Full reported line items
Total assets (EOY)
$37,757,673
Total liabilities (EOY)
$0
Net assets (EOY)
$37,757,673
Employer contributions
$899,385
Participant contributions
$1,558,287
Total income / additions
$9,716,376
Benefits paid
$4,483,072
Administrative expenses
$101,640
Total expenses
$4,583,020
Net increase / (decrease)
$5,133,356
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $47.4K
  2. 2
    RECORDKEEPER · Direct $46.4K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $7.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014102917NAL0025924209001 cover?
It is the 2023 Form 5500 filing for Henderson Brothers, Inc. Profit Sharing Plan, reported by Henderson Brothers, Inc. (EIN 25-0543730).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages