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Sponsor portfolio

HUSSEY EQUIPMENT CO. LLC DBA HUSSEY AND CO.

EIN 83-2544468-Wholesale Trade-Latest filing 2024
Plans
3
Retirement
2
$727K assets
Welfare
1
Participants
16
2797 130TH STREET - BELMOND, IA 50421641-357-7000
Plans on this EIN
3 filings
#001CashBalance-$680K - 5 part#002401k-$47K - 6 part#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $727K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • BENEFIT RETIREMENT PLAN (#001)94%
  • SHARING RETIREMENT PLAN (#002)6%
Total $727KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#002)6
  • BENEFIT RETIREMENT PLAN (#001)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HUSSEY EQUIPMENT DEFINED BENEFIT RETIREMENT PLAN

CashBalance

Assets$680K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HUSSEY EQUIPMENT PROFIT SHARING RETIREMENT PLAN

401k

Assets$47K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

HUSSEY EQUIPMENT DEFINED BENEFIT RETIREMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HUSSEY EQUIPMENT DEFINED BENEFIT RETIREMENT PLANCashBalance$680K52024
002HUSSEY EQUIPMENT PROFIT SHARING RETIREMENT PLAN401k$47K62024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001HUSSEY EQUIPMENT DEFINED BENEFIT RETIREMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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