2023 Form 5500 filing — Mel R. Hertz 401(K) Retirement 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 20241020040222NAL0000224176001) for Mel R. Hertz 401(K) Retirement Savings Plan, reported by Mel R. Hertz under EIN 99-0305555 and plan number 003. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241020040222NAL0000224176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mel R. Hertz
- EIN
- 99-0305555
- Plan number
- 003
- Location
- Kailua, HI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,372,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,372,846
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $254,845
- Benefits paid
- $118,000
- Administrative expenses
- $153
- Total expenses
- $118,153
- Net increase / (decrease)
- $136,692
- Schedule source
- Schedule I