Plan5500

History Associates, Incorporated — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, History Associates, Incorporated (EIN 03-0277643) is a plan sponsor located in Rockville, MD with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
03-0277643
Location
Rockville, MD
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for History Associates, Incorporated

  • 1 loaded plans hold $10M in reported assets.
  • The largest, History Associates, Incorporated Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 119 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10MSummed across loaded plans$9,982,899
Total reported assets$10M$9,988,887
Total reported participants119
Total reported liabilities$6K$5,988

Reported net position

Reported assets = net assets + liabilities (summed)$10M total assets
Net assets$10MLiabilities$6K
Contributions & income
Employer contributions$301.6K
Participant contributions$285.8K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$252.2K
Total expenses$265.9K
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%History Associates, Incorporated Profit Sharing Plan
Participants per plan119Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    History Associates, Incorporated Profit Sharing Plan$10M
    Plan #002 · 119 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for History Associates, Incorporated. Open one for its full reported snapshot.

  1. 2023
    History Associates, Incorporated Profit Sharing Plan119 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does History Associates, Incorporated report on Form 5500?
History Associates, Incorporated (EIN 03-0277643) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for History Associates, Incorporated?
The Employer Identification Number (EIN) reported for History Associates, Incorporated is 03-0277643.
What is the latest Form 5500 filing year for History Associates, Incorporated?
The latest loaded Form 5500 filing year for History Associates, Incorporated is 2023.

Related Form 5500 pages