Plan5500

J.H. Findorff & Son Inc. Employee Retirement Plan — Form 5500 plan (J.H. Findorff & Son 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, J.H. Findorff & Son Inc. Employee Retirement Plan is a benefit plan reported by J.H. Findorff & Son Inc. under EIN 39-0753746 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $90,662,166 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$90.7MPlan net assets, end of year$90,662,166
Participants384Covered participants reported
Assets / participant$236.1KComputed: assets ÷ participants$236,099 (computed)
Provider compensation$184.8K3 Schedule C provider row(s)$184,809
Plan sponsor
J.H. Findorff & Son Inc.
EIN
39-0753746
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    384 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$90.7M total assets
Net assets$90.7MLiabilities$0
Money in vs. money out
Total income / additions$24.3M
Total expenses$4.8M
Benefits paid / distributions$4.6M
Contributions
Employer$4.4M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$90,662,166
Total liabilities (EOY)
$0
Net assets (EOY)
$90,662,166
Net assets (BOY)
$71,207,595

Income & contributions

Employer contributions
$4,398,131
Participant contributions
$2,961,004
Total contributions
$8,001,716
Total income / additions
$24,254,933

Expenses & distributions

Benefits paid
$4,607,745
Administrative expenses
$184,801
Total expenses
$4,800,362
Net increase / (decrease)
$19,454,571
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 60%Participant 40%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income19%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ubs Financial Services Inc$139.7K
    INVESTMENT ADVISORY · Direct $139.7K · Indirect $19
  2. 2
    Principal Life Insurance Company$45.1K
    CONTRACT ADMINISTRATOR · Direct $45.1K · Indirect $0
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages