Herregan Distributors, Inc. Employee Profit Sharing - 401(K) Plan — Form 5500 plan (Herregan Distributors, 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, Herregan Distributors, Inc. Employee Profit Sharing - 401(K) Plan is a benefit plan reported by Herregan Distributors, Inc. under EIN 41-0902579 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $20,887,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herregan Distributors, Inc.
EIN
41-0902579
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
188
End-of-year plan assets
$20,887,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20240912103028NAL0013968352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,887,875
Total liabilities (EOY)
$4,728
Net assets (EOY)
$20,883,147
Net assets (BOY)
$17,273,720

Income & contributions

Employer contributions
$428,396
Participant contributions
$960,736
Total contributions
$1,456,268
Total income / additions
$4,685,541

Expenses & distributions

Benefits paid
$1,060,579
Administrative expenses
$15,535
Total expenses
$1,076,114
Net increase / (decrease)
$3,609,427

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerusnot reported in the loaded dataset$28,594$02023
Tax Sheltered Compensation, Inc.Taxnot reported in the loaded dataset$7,843$02023

Related Form 5500 pages