Herschend Family Entertainment Profit Sharing & 401(K) Plan — Form 5500 plan (Herschend Entertainment Company LLC)
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, Herschend Family Entertainment Profit Sharing & 401(K) Plan is a benefit plan reported by Herschend Entertainment Company LLC under EIN 46-3014631 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,422 participants and $135,588,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herschend Entertainment Company LLC
- EIN
- 46-3014631
- Plan number
- 001
- Plan type
- 2
- Location
- Branson, MO
- Latest filing year
- 2023
- Participants
- 3,422
- End-of-year plan assets
- $135,588,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,422 | H, C | 20240831095552NAL0015995009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,588,679
- Net assets (EOY)
- $135,588,679
- Net assets (BOY)
- $119,293,339
Income & contributions
- Employer contributions
- $6,736,868
- Participant contributions
- $6,265,356
- Total contributions
- $13,252,924
- Total income / additions
- $31,834,989
Expenses & distributions
- Benefits paid
- $15,242,206
- Administrative expenses
- $288,231
- Total expenses
- $15,539,649
- Net increase / (decrease)
- $16,295,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $214,711 | $0 | 2023 |
| Lockton Financial Advisors, LLC | CONSULTANT | $52,506 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,810 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herschend Entertainment Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Branson, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Lockton Financial Advisors, LLC — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation