2023 Form 5500 filing — Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust

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 20240925095226NAL0008218579001) for Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust, reported by Jack Huray Cpa P C under EIN 77-0617012 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1KReported net assets$2,120
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925095226NAL0008218579001
Plan sponsor
Jack Huray Cpa P C
EIN
77-0617012
Plan number
001
Location
Newtown, CT
Received date
not reported in the loaded dataset
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)$2.1K total assets
Net assets$2.1KLiabilities$0
Money in vs. money out
Total income / additions$36.7K
Total expenses$54.7K
Benefits paid / distributions$54.7K
Contributions
Employer$1.2K
Participant$30.2K
Full reported line items
Total assets (EOY)
$2,120
Total liabilities (EOY)
$0
Net assets (EOY)
$2,120
Employer contributions
$1,239
Participant contributions
$30,165
Total income / additions
$36,716
Benefits paid
$54,652
Administrative expenses
$75
Total expenses
$54,727
Net increase / (decrease)
-$18,011

Related Form 5500 pages