Henley Companies 401(K) Savings Plan — Form 5500 plan (Henley Enterprises, Inc.)

Plain-English plan 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, Henley Companies 401(K) Savings Plan is a benefit plan reported by Henley Enterprises, Inc. under EIN 04-3036456 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,282 participants and $43,341,385 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henley Enterprises, Inc.
EIN
04-3036456
Plan number
001
Plan type
2
Location
Newton Highlands, MA
Latest filing year
2023
Participants
3,282
End-of-year plan assets
$43,341,385

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,282H, C20240710115656NAL0014846881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,341,385
Total liabilities (EOY)
$0
Net assets (EOY)
$43,341,385
Net assets (BOY)
$33,438,529

Income & contributions

Employer contributions
$3,253,085
Participant contributions
$4,189,286
Total contributions
$7,487,768
Total income / additions
$13,911,948

Expenses & distributions

Benefits paid
$3,805,908
Administrative expenses
$200,108
Total expenses
$4,009,092
Net increase / (decrease)
$9,902,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$170,109$02023
Mma Securities, LLCADVISOR$29,998not reported in the loaded dataset2023

Related Form 5500 pages