2023 Form 5500 filing — Hillebrand Gori Usa, LLC. 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 20241015130845NAL0016455779001) for Hillebrand Gori Usa, LLC. 401(K) Plan, reported by Hillebrand Gori Usa, LLC. under EIN 51-0389841 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130845NAL0016455779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hillebrand Gori Usa, LLC.
- EIN
- 51-0389841
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,283,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,283,536
- Employer contributions
- $327,034
- Participant contributions
- $685,014
- Total income / additions
- $4,366,633
- Benefits paid
- $1,626,641
- Administrative expenses
- $83,010
- Total expenses
- $1,745,835
- Net increase / (decrease)
- $2,620,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $76,928 | $0 |
| Ameritas Investment Corp. | BROKER | $0 | $41,018 |
| Tax Favored Benefits, Inc. | TPA | $4,211 | $0 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $1,966 | not reported in the loaded dataset |