2023 Form 5500 filing — The Employee Stock Ownership Plan For Employees Of Humphrey & Associates, Inc.
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 20241010091800NAL0020740753001) for The Employee Stock Ownership Plan For Employees Of Humphrey & Associates, Inc., reported by Humphrey & Associates Inc. under EIN 74-1907160 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241010091800NAL0020740753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Humphrey & Associates Inc.
- EIN
- 74-1907160
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 444
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,895,706
- Total liabilities (EOY)
- $10,591
- Net assets (EOY)
- $8,885,115
- Employer contributions
- $700,000
- Total income / additions
- $2,104,769
- Benefits paid
- $328,342
- Administrative expenses
- $0
- Total expenses
- $328,342
- Net increase / (decrease)
- $1,776,427
- Schedule source
- Schedule H