2023 Form 5500 filing — Herren Associates 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 20241015115912NAL0029503761001) for Herren Associates 401(K) Plan, reported by Herren Associates, Inc. under EIN 54-1503272 and plan number 001. It reports 187 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)$17.7MReported net assets$17,699,289
Participants187
Provider compensation$7.7K2 Schedule C row(s)$7,662
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015115912NAL0029503761001
- Plan sponsor
- Herren Associates, Inc.
- EIN
- 54-1503272
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
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)$17.7M total assets
Net assets$17.7MLiabilities$4.6K
Full reported line items
- Total assets (EOY)
- $17,703,857
- Total liabilities (EOY)
- $4,568
- Net assets (EOY)
- $17,699,289
- Employer contributions
- $709,858
- Participant contributions
- $1,081,007
- Total income / additions
- $4,752,864
- Benefits paid
- $1,258,053
- Administrative expenses
- $40,540
- Total expenses
- $1,298,593
- Net increase / (decrease)
- $3,454,271
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Benefit Solutions, LLC | TPA | $0 | $7,662 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |