2023 Form 5500 filing — Huseman & Associates, L.L.C. 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 20241014125720NAL0014957971001) for Huseman & Associates, L.L.C. 401(K) Retirement Plan, reported by Huseman & Associates, L.L.C. under EIN 20-2248882 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$2,034,602
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014125720NAL0014957971001
Plan sponsor
Huseman & Associates, L.L.C.
EIN
20-2248882
Plan number
001
Location
Metairie, LA
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)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$349.7K
Total expenses$18.3K
Benefits paid / distributions$4.7K
Contributions
Employer$8.6K
Participant$27.3K
Full reported line items
Total assets (EOY)
$2,034,602
Net assets (EOY)
$2,034,602
Employer contributions
$8,614
Participant contributions
$27,294
Total income / additions
$349,733
Benefits paid
$4,736
Administrative expenses
$13,561
Total expenses
$18,297
Net increase / (decrease)
$331,436

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014125720NAL0014957971001 cover?
It is the 2023 Form 5500 filing for Huseman & Associates, L.L.C. 401(K) Retirement Plan, reported by Huseman & Associates, L.L.C. (EIN 20-2248882).
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