Kpm Herkules Group 401(K) Plan — Form 5500 plan (Herkules Usa Corporation, 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, Kpm Herkules Group 401(K) Plan is a benefit plan reported by Herkules Usa Corporation, Inc. under EIN 64-0717023 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $15,555,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herkules Usa Corporation, Inc.
- EIN
- 64-0717023
- Plan number
- 001
- Plan type
- 2
- Location
- Ford City, PA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $15,555,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015103447NAL0047384352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,555,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,555,774
- Net assets (BOY)
- $13,709,673
Income & contributions
- Employer contributions
- $176,272
- Participant contributions
- $660,774
- Total contributions
- $906,978
- Total income / additions
- $3,318,703
Expenses & distributions
- Benefits paid
- $1,404,410
- Administrative expenses
- $68,192
- Total expenses
- $1,472,602
- Net increase / (decrease)
- $1,846,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | INV ADVISOR | $42,534 | $0 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $21,458 | $0 | 2023 |
| Duncan Financial Group LLC | CONTRACT ADMIN | $9,030 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herkules Usa Corporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Ford City, PA
- Cambridge Investment Research, Inc. — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Duncan Financial Group LLC — Schedule C compensation