Plan5500

Howell Electric 401(K) Plan — Form 5500 plan (K.F. Howell Electric, 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, Howell Electric 401(K) Plan is a benefit plan reported by K.F. Howell Electric, Inc. under EIN 77-0383422 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $31,094,871 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.1MPlan net assets, end of year$31,094,871
Participants158Covered participants reported
Assets / participant$196.8KComputed: assets ÷ participants$196,803 (computed)
Provider compensation$19.1K2 Schedule C provider row(s)$19,118
Plan sponsor
K.F. Howell Electric, Inc.
EIN
77-0383422
Plan number
001
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    158 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31.1M total assets
Net assets$31.1MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$1M
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$31,094,871
Total liabilities (EOY)
$0
Net assets (EOY)
$31,094,871
Net assets (BOY)
$26,933,154

Income & contributions

Employer contributions
$1,004,104
Participant contributions
$1,175,645
Total contributions
$2,179,749
Total income / additions
$6,176,834

Expenses & distributions

Benefits paid
$2,008,117
Administrative expenses
$7,000
Total expenses
$2,015,117
Net increase / (decrease)
$4,161,717
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 46%Participant 54%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Lpl Financial Corporation$13.2K
    CONTRACT ADMINISTRATOR · Direct $0 · Indirect $13.2K
  2. 2
    Flynn, Shojinaga & Associates, Inc.$5.9K
    TPA · Direct $5.9K

Related Form 5500 pages