Plan5500

Heico Holding, Inc. 401(K) Plan — Form 5500 plan (Heico 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, Heico Holding, Inc. 401(K) Plan is a benefit plan reported by Heico Holding, Inc. under EIN 36-1622665 and plan number 003. The latest loaded filing year is 2023. The filing reports 6,802 participants and $400,407,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heico Holding, Inc.
EIN
36-1622665
Plan number
003
Plan type
2
Location
Warrenville, IL
Latest filing year
2023
Participants
6,802
End-of-year plan assets
$400,407,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,802H, C20241015203622NAL0059568866001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$400,407,754
Total liabilities (EOY)
$0
Net assets (EOY)
$400,407,754
Net assets (BOY)
$346,512,782

Income & contributions

Employer contributions
$10,035,755
Participant contributions
$23,930,317
Total contributions
$38,279,296
Total income / additions
$88,997,831

Expenses & distributions

Benefits paid
$34,781,443
Administrative expenses
$321,416
Total expenses
$35,102,859
Net increase / (decrease)
$53,894,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
EmpowerNONE$209,157$02023
Ubs Financial Services, Inc.NONE$111,459not reported in the loaded dataset2023

Related Form 5500 pages