Henry 401(K) Plan — Form 5500 plan (Henry Rac Holding Corp)
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, Henry 401(K) Plan is a benefit plan reported by Henry Rac Holding Corp under EIN 11-3337304 and plan number 001. The latest loaded filing year is 2023. The filing reports 708 participants and $6,367,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henry Rac Holding Corp
- EIN
- 11-3337304
- Plan number
- 001
- Plan type
- 2
- Location
- Rice Lake, WI
- Latest filing year
- 2023
- Participants
- 708
- End-of-year plan assets
- $6,367,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 708 | H, C | 20241015081441NAL0015974739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,367,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,367,239
- Net assets (BOY)
- $3,884,260
Income & contributions
- Employer contributions
- $470,472
- Participant contributions
- $1,351,536
- Total contributions
- $2,110,505
- Total income / additions
- $2,899,007
Expenses & distributions
- Benefits paid
- $355,068
- Administrative expenses
- $44,916
- Total expenses
- $416,028
- Net increase / (decrease)
- $2,482,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,916 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $14,650 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |