2023 Form 5500 filing — Henney Wealth Management, Inc. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240223215623NAL0011001314001) for Henney Wealth Management, Inc. Profit Sharing Plan, reported by Henney Wealth Management, Inc. under EIN 27-3129399 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240223215623NAL0011001314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henney Wealth Management, Inc.
- EIN
- 27-3129399
- Plan number
- 002
- Location
- Laguna Niguel, CA
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $321,184
- Net assets (EOY)
- $321,184
- Total income / additions
- $2,722
- Total expenses
- $0
- Net increase / (decrease)
- $2,722
- Schedule source
- Schedule I