2023 Form 5500 filing — Hertzberg-New Method Inc 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 20250710142155NAL0005608401001) for Hertzberg-New Method Inc Retirement Plan, reported by Hertzberg-New Method, Inc. under EIN 37-1001726 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710142155NAL0005608401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hertzberg-New Method, Inc.
- EIN
- 37-1001726
- Plan number
- 002
- Location
- Jacksonville, IL
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,033,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,033,613
- Employer contributions
- $139,095
- Participant contributions
- $130,037
- Total income / additions
- $1,383,362
- Benefits paid
- $550,871
- Administrative expenses
- $12,639
- Total expenses
- $563,510
- Net increase / (decrease)
- $819,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilshire Associates Inc(Usa) | RIA | $2,840 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,251 | $0 |