2023 Form 5500 filing — Hauser & Wirth, Inc. 401(K) And 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 20241015181252NAL0017024691001) for Hauser & Wirth, Inc. 401(K) And Profit Sharing Plan, reported by Hauser & Wirth, Inc. under EIN 80-0147318 and plan number 001. It reports 202 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)$11.8MReported net assets$11,830,719
Participants202
Provider compensation$7851 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015181252NAL0017024691001
Plan sponsor
Hauser & Wirth, Inc.
EIN
80-0147318
Plan number
001
Location
New York, NY
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)$11.8M total assets
Net assets$11.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$209.5K
Benefits paid / distributions$207.8K
Contributions
Employer$824.5K
Participant$922K
Full reported line items
Total assets (EOY)
$11,830,719
Total liabilities (EOY)
$0
Net assets (EOY)
$11,830,719
Employer contributions
$824,473
Participant contributions
$921,998
Total income / additions
$3,394,919
Benefits paid
$207,771
Administrative expenses
$785
Total expenses
$209,480
Net increase / (decrease)
$3,185,439
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $785 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015181252NAL0017024691001 cover?
It is the 2023 Form 5500 filing for Hauser & Wirth, Inc. 401(K) And Profit Sharing Plan, reported by Hauser & Wirth, Inc. (EIN 80-0147318).
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