Herbein And Company, Inc. Profit Sharing Plan — Form 5500 plan (Herbein And Company, 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, Herbein And Company, Inc. Profit Sharing Plan is a benefit plan reported by Herbein And Company, Inc. under EIN 23-2415973 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $48,523,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbein And Company, Inc.
- EIN
- 23-2415973
- Plan number
- 001
- Plan type
- 3
- Location
- Reading, PA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $48,523,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250714074904NAL0000682595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,523,807
- Net assets (EOY)
- $48,523,807
- Net assets (BOY)
- $39,340,215
Income & contributions
- Employer contributions
- $1,688,951
- Participant contributions
- $3,009,833
- Total contributions
- $6,470,464
- Total income / additions
- $15,513,272
Expenses & distributions
- Benefits paid
- $6,210,933
- Administrative expenses
- $117,164
- Total expenses
- $6,329,680
- Net increase / (decrease)
- $9,183,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northeast Financial Group Inc | NONE | $85,615 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $31,549 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbein And Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Reading, PA
- Northeast Financial Group Inc — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation