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, Hertzberg-New Method Inc Retirement Plan is a benefit plan reported by Hertzberg-New Method, Inc. under EIN 37-1001726 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $6,033,613 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,033,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,033,613
- Net assets (BOY)
- $5,213,761
Income & contributions
- Employer contributions
- $139,095
- Participant contributions
- $130,037
- Total contributions
- $269,546
- Total income / additions
- $1,383,362
Expenses & distributions
- Benefits paid
- $550,871
- Administrative expenses
- $12,639
- Total expenses
- $563,510
- Net increase / (decrease)
- $819,852