2023 Form 5500 filing — Howden Usa 401(K) Savings Plus 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 20241015084334NAL0027855873001) for Howden Usa 401(K) Savings Plus Plan, reported by Howden Usa under EIN 31-0780524 and plan number 001. It reports 991 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084334NAL0027855873001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Howden Usa
- EIN
- 31-0780524
- Plan number
- 001
- Location
- Depew, NY
- Participants
- 991
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $100,970,112
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,970,112
- Employer contributions
- $4,100,880
- Participant contributions
- $6,156,687
- Total income / additions
- $27,409,266
- Benefits paid
- $14,287,682
- Administrative expenses
- $112,850
- Total expenses
- $14,412,781
- Net increase / (decrease)
- $12,996,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $77,412 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $35,438 | not reported in the loaded dataset |