Hecny America, Inc. 401(K) Retirement Plan — Form 5500 plan (Hecny America, 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, Hecny America, Inc. 401(K) Retirement Plan is a benefit plan reported by Hecny America, Inc. under EIN 94-2321996 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $11,071,494 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hecny America, Inc.
- EIN
- 94-2321996
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Dominguez, CA
- Latest filing year
- 2023
- Participants
- 147
- End-of-year plan assets
- $11,071,494
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20241007161859NAL0015496929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,071,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,071,494
- Net assets (BOY)
- $8,453,107
Income & contributions
- Employer contributions
- $112,625
- Participant contributions
- $798,067
- Total contributions
- $932,635
- Total income / additions
- $2,704,698
Expenses & distributions
- Benefits paid
- $84,813
- Administrative expenses
- $1,498
- Total expenses
- $86,311
- Net increase / (decrease)
- $2,618,387
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,511 | $0 | 2023 |
| Hover Insurance Services, Inc | OTHER SERVICES | $0 | $1,173 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hecny America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rancho Dominguez, CA
- Principal Life Insurance Company — Schedule C compensation
- Hover Insurance Services, Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation