Hillebrand Gori Usa, LLC. 401(K) Plan — Form 5500 plan (Hillebrand Gori Usa, 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, Hillebrand Gori Usa, LLC. 401(K) Plan is a benefit plan reported by Hillebrand Gori Usa, LLC. under EIN 51-0389841 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $11,283,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hillebrand Gori Usa, LLC.
- EIN
- 51-0389841
- Plan number
- 001
- Plan type
- 2
- Location
- Edison, NJ
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $11,283,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241015130845NAL0016455779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,283,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,283,536
- Net assets (BOY)
- $8,662,738
Income & contributions
- Employer contributions
- $327,034
- Participant contributions
- $685,014
- Total contributions
- $2,717,208
- Total income / additions
- $4,366,633
Expenses & distributions
- Benefits paid
- $1,626,641
- Administrative expenses
- $83,010
- Total expenses
- $1,745,835
- Net increase / (decrease)
- $2,620,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $76,928 | $0 | 2023 |
| Ameritas Investment Corp. | BROKER | $0 | $41,018 | 2023 |
| Tax Favored Benefits, Inc. | TPA | $4,211 | $0 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $1,966 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hillebrand Gori Usa, LLC.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Edison, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Ameritas Investment Corp. — Schedule C compensation
- Tax Favored Benefits, Inc. — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation