Plan5500

Herb Pharm, LLC Savings Plan — Form 5500 plan (Herb Pharm, 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, Herb Pharm, LLC Savings Plan is a benefit plan reported by Herb Pharm, LLC under EIN 47-3470089 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $6,725,350 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herb Pharm, LLC
EIN
47-3470089
Plan number
002
Plan type
2
Location
Williams, OR
Latest filing year
2023
Participants
237
End-of-year plan assets
$6,725,350

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241230101712NAL0027331184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,725,350
Total liabilities (EOY)
$52,045
Net assets (EOY)
$6,673,305
Net assets (BOY)
$6,522,064

Income & contributions

Employer contributions
$418,735
Participant contributions
$473,123
Total contributions
$977,487
Total income / additions
$2,042,836

Expenses & distributions

Benefits paid
$1,824,096
Administrative expenses
$13,409
Total expenses
$1,891,595
Net increase / (decrease)
$151,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$3,176$02023
Professional Benefit Services IncCONTRACT ADMIN$1,375not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$47not reported in the loaded dataset2023

Related Form 5500 pages