Retirement Plan For Houff Transfer, Inc. — Form 5500 plan (Houff Transfer, 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, Retirement Plan For Houff Transfer, Inc. is a benefit plan reported by Houff Transfer, Inc. under EIN 54-0486013 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $21,059,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houff Transfer, Inc.
- EIN
- 54-0486013
- Plan number
- 001
- Plan type
- 2
- Location
- Weyers Cave, VA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $21,059,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241004103803NAL0023470914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,059,212
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,059,212
- Net assets (BOY)
- $18,549,400
Income & contributions
- Employer contributions
- $324,252
- Participant contributions
- $471,623
- Total contributions
- $795,875
- Total income / additions
- $4,399,368
Expenses & distributions
- Benefits paid
- $1,749,325
- Administrative expenses
- $140,231
- Total expenses
- $1,889,556
- Net increase / (decrease)
- $2,509,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morris & Wells Wealth Management | NONE | $41,552 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | NONE | $35,849 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits & Design Company | NONE | $15,938 | not reported in the loaded dataset | 2023 |
| Elmore, Hupp & Company, Plc | NONE | $12,650 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houff Transfer, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Weyers Cave, VA
- Morris & Wells Wealth Management — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Actuarial Benefits & Design Company — Schedule C compensation
- Elmore, Hupp & Company, Plc — Schedule C compensation