2023 Form 5500 filing — Nick Humeny & Co., 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 20240507145448NAL0043911826001) for Nick Humeny & Co., Inc. Profit Sharing Plan, reported by Nick Humeny & Co., Inc. under EIN 94-2740662 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240507145448NAL0043911826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nick Humeny & Co., Inc.
- EIN
- 94-2740662
- Plan number
- 001
- Location
- Belmont, CA
- Participants
- 6
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,355,004
- Net assets (EOY)
- $2,355,004
- Employer contributions
- $92,000
- Participant contributions
- $0
- Total income / additions
- $534,520
- Benefits paid
- $27,221
- Administrative expenses
- $0
- Total expenses
- $52,221
- Net increase / (decrease)
- $482,299
- Schedule source
- Schedule I