Howard Miller-Hekman Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Howard Miller Company)
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, Howard Miller-Hekman Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Howard Miller Company under EIN 38-1258662 and plan number 002. The latest loaded filing year is 2023. The filing reports 307 participants and $23,129,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Howard Miller Company
- EIN
- 38-1258662
- Plan number
- 002
- Plan type
- 2
- Location
- Zeeland, MI
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $23,129,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20240816044250NAL0007804931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,129,482
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,129,482
- Net assets (BOY)
- $24,959,825
Income & contributions
- Employer contributions
- $213,274
- Participant contributions
- $714,245
- Total contributions
- $974,265
- Total income / additions
- $5,442,614
Expenses & distributions
- Benefits paid
- $7,133,443
- Administrative expenses
- $139,514
- Total expenses
- $7,272,957
- Net increase / (decrease)
- -$1,830,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Huntington National Bank | INVESTMENT ADVISORY | $21,658 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $20,481 | $0 | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $14,028 | not reported in the loaded dataset | 2023 |
| Hungerford | AUDIT | $12,000 | not reported in the loaded dataset | 2023 |
| Transamerica Ret. Solutions, LLC | RECORDKEEPER | $9,560 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Howard Miller Company
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Zeeland, MI
- The Huntington National Bank — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Hungerford — Schedule C compensation
- Transamerica Ret. Solutions, LLC — Schedule C compensation