H-J Enterprises Employees Profit Sharing Plan — Form 5500 plan (H-J Enterprises, 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, H-J Enterprises Employees Profit Sharing Plan is a benefit plan reported by H-J Enterprises, Inc. under EIN 43-0925854 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $19,005,084 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H-J Enterprises, Inc.
EIN
43-0925854
Plan number
001
Plan type
2
Location
High Ridge, MO
Latest filing year
2023
Participants
268
End-of-year plan assets
$19,005,084

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023268H, C20250210094754NAL0031508672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,005,084
Total liabilities (EOY)
$0
Net assets (EOY)
$19,005,084
Net assets (BOY)
$16,803,022

Income & contributions

Employer contributions
$780,537
Participant contributions
$559,921
Total contributions
$1,407,703
Total income / additions
$3,125,367

Expenses & distributions

Benefits paid
$840,528
Administrative expenses
$65,629
Total expenses
$923,305
Net increase / (decrease)
$2,202,062

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Moneta Group Investment AdvisorsADVISOR$32,895not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,734$02023

Related Form 5500 pages