Hoerbiger Us Retirement Plan — Form 5500 plan (Hoerbiger America Holding, 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, Hoerbiger Us Retirement Plan is a benefit plan reported by Hoerbiger America Holding, Inc. under EIN 20-3965560 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,350 participants and $176,235,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoerbiger America Holding, Inc.
- EIN
- 20-3965560
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield Beach, FL
- Latest filing year
- 2023
- Participants
- 1,350
- End-of-year plan assets
- $176,235,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,350 | H, C | 20240927071309NAL0003916626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,235,777
- Total liabilities (EOY)
- $879
- Net assets (EOY)
- $176,234,898
- Net assets (BOY)
- $155,019,399
Income & contributions
- Employer contributions
- $2,969,435
- Participant contributions
- $7,699,565
- Total contributions
- $11,442,989
- Total income / additions
- $35,952,673
Expenses & distributions
- Benefits paid
- $14,494,265
- Administrative expenses
- $227,710
- Total expenses
- $14,737,174
- Net increase / (decrease)
- $21,215,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $146,908 | $0 | 2023 |
| Creative Planning LLC | NONE | $60,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $33,206 | not reported in the loaded dataset | 2023 |
| Ahearn Jasco + Company Pa | NONE | $15,000 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc | NONE | $290 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hoerbiger America Holding, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Deerfield Beach, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ahearn Jasco + Company Pa — Schedule C compensation
- Empower Financial Services, Inc — Schedule C compensation