2023 Form 5500 filing — Huffy Holdings 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 20241106120839NAL0005282931001) for Huffy Holdings Savings Plan, reported by Huffy Holdings Inc. under EIN 82-4842674 and plan number 011. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106120839NAL0005282931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Huffy Holdings Inc.
- EIN
- 82-4842674
- Plan number
- 011
- Location
- Miamisburg, OH
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,551,034
- Total liabilities (EOY)
- $20,749
- Net assets (EOY)
- $20,530,285
- Employer contributions
- $306,194
- Participant contributions
- $1,039,064
- Total income / additions
- $4,043,384
- Benefits paid
- $3,854,401
- Administrative expenses
- $64,307
- Total expenses
- $3,918,708
- Net increase / (decrease)
- $124,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $51,807 | $0 |
| Ubs Financial Services, Inc. | NONE | $12,500 | not reported in the loaded dataset |