Ed Herrington, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ed Herrington, 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, Ed Herrington, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ed Herrington, Inc. under EIN 14-1591788 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $18,745,374 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ed Herrington, Inc.
EIN
14-1591788
Plan number
001
Plan type
2
Location
Hillsdale, NY
Latest filing year
2023
Participants
232
End-of-year plan assets
$18,745,374

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20250605102622NAL0020062816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,745,374
Total liabilities (EOY)
$0
Net assets (EOY)
$18,745,374
Net assets (BOY)
$15,521,483

Income & contributions

Employer contributions
$422,622
Participant contributions
$812,597
Total contributions
$1,240,425
Total income / additions
$4,049,715

Expenses & distributions

Benefits paid
$783,833
Administrative expenses
$41,991
Total expenses
$825,824
Net increase / (decrease)
$3,223,891

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameriprise FinancialNONE$39,629not reported in the loaded dataset2023
Vanguard Group, Inc.NONE$5,462not reported in the loaded dataset2023

Related Form 5500 pages