2023 Form 5500 filing — Hugheswattersaskanase 401(K) 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 20240912181401NAL0010517345001) for Hugheswattersaskanase 401(K) Plan, reported by Hughes, Watters & Askanase, L.L.P. under EIN 76-0249314 and plan number 001. It reports 64 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.2MReported net assets$10,186,542
Participants64
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912181401NAL0010517345001
Plan sponsor
Hughes, Watters & Askanase, L.L.P.
EIN
76-0249314
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.2M total assets
Net assets$10.2MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$285.4K
Benefits paid / distributions$262.5K
Contributions
Employer$192.5K
Participant$403.6K
Full reported line items
Total assets (EOY)
$10,186,542
Total liabilities (EOY)
$0
Net assets (EOY)
$10,186,542
Employer contributions
$192,500
Participant contributions
$403,632
Total income / additions
$1,954,579
Benefits paid
$262,498
Administrative expenses
$22,945
Total expenses
$285,443
Net increase / (decrease)
$1,669,136

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912181401NAL0010517345001 cover?
It is the 2023 Form 5500 filing for Hugheswattersaskanase 401(K) Plan, reported by Hughes, Watters & Askanase, L.L.P. (EIN 76-0249314).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages