Hormann LLC Employees Salary Savings Plan — Form 5500 plan (Hormann LLC)
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, Hormann LLC Employees Salary Savings Plan is a benefit plan reported by Hormann LLC under EIN 20-4330294 and plan number 001. The latest loaded filing year is 2023. The filing reports 712 participants and $24,108,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hormann LLC
- EIN
- 20-4330294
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, IL
- Latest filing year
- 2023
- Participants
- 712
- End-of-year plan assets
- $24,108,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 712 | H, C | 20250605095030NAL0009045651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,108,476
- Total liabilities (EOY)
- $28
- Net assets (EOY)
- $24,108,448
- Net assets (BOY)
- $10,853,366
Income & contributions
- Employer contributions
- $1,036,804
- Participant contributions
- $2,307,238
- Total contributions
- $3,877,403
- Total income / additions
- $6,643,061
Expenses & distributions
- Benefits paid
- $1,546,246
- Administrative expenses
- $84,200
- Total expenses
- $1,630,446
- Net increase / (decrease)
- $5,012,615
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fsc Securities Corp | FINANCIAL ADVISOR | $48,641 | not reported in the loaded dataset | 2023 |
| Alliance Pension Consultants | RECORDKEEPER | $21,365 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $6,475 | 2023 |