Howe, Inc. 401(K) Plan — Form 5500 plan (Howe, 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, Howe, Inc. 401(K) Plan is a benefit plan reported by Howe, Inc. under EIN 46-0369657 and plan number 001. The latest loaded filing year is 2023. The filing reports 213 participants and $6,728,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Howe, Inc.
EIN
46-0369657
Plan number
001
Plan type
2
Location
Sioux Falls, SD
Latest filing year
2023
Participants
213
End-of-year plan assets
$6,728,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023213H, C20240802155115NAL0054252290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,728,916
Total liabilities (EOY)
$6,401
Net assets (EOY)
$6,722,515
Net assets (BOY)
$5,433,532

Income & contributions

Employer contributions
$248,244
Participant contributions
$744,061
Total contributions
$1,026,695
Total income / additions
$1,940,429

Expenses & distributions

Benefits paid
$620,830
Administrative expenses
$25,951
Total expenses
$651,446
Net increase / (decrease)
$1,288,983

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Bank & TrustFIDUCIARY$25,951not reported in the loaded dataset2023

Related Form 5500 pages