Henricksen & Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Henricksen & 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, Henricksen & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Henricksen & Company, Inc. under EIN 36-2649935 and plan number 001. The latest loaded filing year is 2023. The filing reports 418 participants and $61,782,564 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henricksen & Company, Inc.
- EIN
- 36-2649935
- Plan number
- 001
- Plan type
- 2
- Location
- Itasca, IL
- Latest filing year
- 2023
- Participants
- 418
- End-of-year plan assets
- $61,782,564
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 418 | H, C | 20240925164703NAL0005598531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,782,564
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,782,564
- Net assets (BOY)
- $52,676,745
Income & contributions
- Employer contributions
- $586,231
- Participant contributions
- $3,796,103
- Total contributions
- $5,277,213
- Total income / additions
- $14,372,345
Expenses & distributions
- Benefits paid
- $5,261,988
- Administrative expenses
- $4,538
- Total expenses
- $5,266,526
- Net increase / (decrease)
- $9,105,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resource Investment Advisors LLC | INVESTMENT ADVISOR | $33,056 | not reported in the loaded dataset | 2023 |
| Oberweis Securities Inc | ADVISOR | $0 | $22,440 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$28,518 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Henricksen & Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Itasca, IL
- Resource Investment Advisors LLC — Schedule C compensation
- Oberweis Securities Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation