2023 Form 5500 filing — Herb Pharm, LLC Savings 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 20241015144338NAL0014870739001) for Herb Pharm, LLC Savings Plan, reported by Herb Pharm, LLC under EIN 47-3470089 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144338NAL0014870739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herb Pharm, LLC
- EIN
- 47-3470089
- Plan number
- 001
- Location
- Williams, OR
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,725,350
- Total liabilities (EOY)
- $52,045
- Net assets (EOY)
- $6,673,305
- Employer contributions
- $418,735
- Participant contributions
- $473,123
- Total income / additions
- $2,042,836
- Benefits paid
- $1,824,096
- Administrative expenses
- $13,409
- Total expenses
- $1,891,595
- Net increase / (decrease)
- $151,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $3,176 | $0 |
| Professional Benefit Services Inc | CONTRACT ADMIN | $1,375 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $47 | not reported in the loaded dataset |