2023 Form 5500 filing — J.H. Findorff & Son Inc. Employee Retirement 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 20250709130416NAL0007628352001) for J.H. Findorff & Son Inc. Employee Retirement Plan, reported by J.H. Findorff & Son Inc. under EIN 39-0753746 and plan number 001. It reports 384 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)$90.7MReported net assets$90,662,166
Participants384
Provider compensation$184.8K3 Schedule C row(s)$184,809
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250709130416NAL0007628352001
- Plan sponsor
- J.H. Findorff & Son Inc.
- EIN
- 39-0753746
- Plan number
- 001
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
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)$90.7M total assets
Net assets$90.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $90,662,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $90,662,166
- Employer contributions
- $4,398,131
- Participant contributions
- $2,961,004
- Total income / additions
- $24,254,933
- Benefits paid
- $4,607,745
- Administrative expenses
- $184,801
- Total expenses
- $4,800,362
- Net increase / (decrease)
- $19,454,571
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $139,721 | $19 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,069 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |