Hirschvogel Incorporated 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Hirschvogel, 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, Hirschvogel Incorporated 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Hirschvogel, Inc. under EIN 31-1239333 and plan number 001. The latest loaded filing year is 2023. The filing reports 344 participants and $9,181,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hirschvogel, Inc.
EIN
31-1239333
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
344
End-of-year plan assets
$9,181,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023344H, C20241015122945NAL0014628339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,181,676
Total liabilities (EOY)
$59,978
Net assets (EOY)
$9,121,698
Net assets (BOY)
$7,740,294

Income & contributions

Employer contributions
$370,940
Participant contributions
$900,409
Total contributions
$1,282,899
Total income / additions
$2,775,028

Expenses & distributions

Benefits paid
$1,331,275
Administrative expenses
$44,254
Total expenses
$1,393,624
Net increase / (decrease)
$1,381,404

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$12,128not reported in the loaded dataset2023
Shepherd Rinancial Investment AdvisNONE$11,727not reported in the loaded dataset2023
The Siekmann CompanyRIA, TPA FEES$5,568not reported in the loaded dataset2023

Related Form 5500 pages