C. William Hetzer, Inc. 401(K) Retirement Plan — Form 5500 plan (C. William Hetzer, 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, C. William Hetzer, Inc. 401(K) Retirement Plan is a benefit plan reported by C. William Hetzer, Inc. under EIN 52-0643997 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $11,579,458 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C. William Hetzer, Inc.
- EIN
- 52-0643997
- Plan number
- 001
- Plan type
- 2
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $11,579,458
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241012160807NAL0023671729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,579,458
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,579,458
- Net assets (BOY)
- $10,482,698
Income & contributions
- Employer contributions
- $398,038
- Participant contributions
- $632,951
- Total contributions
- $1,030,989
- Total income / additions
- $2,648,294
Expenses & distributions
- Benefits paid
- $1,491,628
- Administrative expenses
- $41,931
- Total expenses
- $1,551,534
- Net increase / (decrease)
- $1,096,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | $33,131 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/DEALER | $0 | $21,093 | 2023 |
| Smith Elliott Kearns & Company, LLC | TPA | $8,800 | $9,652 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C. William Hetzer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hagerstown, MD
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Smith Elliott Kearns & Company, LLC — Schedule C compensation