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Form 5500 · Retirement plan · FAIRLESS HILLS, PA

HIOSSEN, INC.

The filing calls this plan HIOSSEN, INC. RETIREMENT PLAN.

HIOSSEN, INC. of FAIRLESS HILLS, PA's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-4077874 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
429
Contracts on file
2
Contract value
$2,575,657
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $2,575,657 at the end of the plan year, as reported on Schedule A.

$7,430 in agent commissions is disclosed across the contracts; NEXT FINANCIAL GROUP INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC423December$2,230,886$6,243
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC423December$344,771$1,187

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HIOSSEN, INC.
EIN 20-4077874
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$86,113
paid directly by the plan
NEXT FINANCIAL GROUP INC
OTHER SERVICES · EIN 54-1900002
$0
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 59 employees, 5 recordable cases, 9 days away from work.

EmployeesThe company's own average for the year
59
Hours worked
118,008
Recordable cases
5
Days away from work
9

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$10,230,237
Paid out in benefits
$398,797
Participants at the start of the year
429
Participants with account balances
315

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 46-2608003
KLICHS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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