2023 Form 5500 filing — Hucks Financial Services 401(K) Retirement 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 20240723144252NAL0019989184001) for Hucks Financial Services 401(K) Retirement Plan, reported by Hucks Financial Services, LLC under EIN 27-1315370 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240723144252NAL0019989184001
Filing year
2023
Form type
2
Plan sponsor
Hucks Financial Services, LLC
EIN
27-1315370
Plan number
001
Location
Simpsonville, SC
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$830,953
Total liabilities (EOY)
$0
Net assets (EOY)
$830,953
Employer contributions
$52,531
Participant contributions
$75,000
Total income / additions
$235,003
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$235,003
Schedule source
Schedule I

Related Form 5500 pages