2023 Form 5500 filing — Horwith Trucks, Inc. 401(K) 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 20250714141410NAL0000936963001) for Horwith Trucks, Inc. 401(K) Retirement Plan, reported by Horwith Trucks, Inc. under EIN 23-1732270 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714141410NAL0000936963001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horwith Trucks, Inc.
- EIN
- 23-1732270
- Plan number
- 001
- Location
- Northampton, PA
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,828,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,828,707
- Employer contributions
- $326,136
- Participant contributions
- $562,802
- Total income / additions
- $4,071,035
- Benefits paid
- $1,359,703
- Administrative expenses
- $30,239
- Total expenses
- $1,389,942
- Net increase / (decrease)
- $2,681,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisor Group | INVESTMENT ADVISORY | $27,263 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,979 | $0 |