2023 Form 5500 filing — Huggins Actuarial Services, Inc. 401(K) 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 20240711123611NAL0032923074001) for Huggins Actuarial Services, Inc. 401(K) Profit Sharing Plan, reported by Huggins Actuarial Services, Inc. under EIN 37-1470905 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240711123611NAL0032923074001
Filing year
2023
Form type
2
Plan sponsor
Huggins Actuarial Services, Inc.
EIN
37-1470905
Plan number
001
Location
Media, PA
Participants
16
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,390,802
Total liabilities (EOY)
$0
Net assets (EOY)
$6,390,802
Employer contributions
$104,949
Participant contributions
$181,739
Total income / additions
$1,215,251
Benefits paid
$299,499
Administrative expenses
-$3,152
Total expenses
$296,347
Net increase / (decrease)
$918,904
Schedule source
Schedule I

Related Form 5500 pages