Heller, Heller & Mccoy Profit Sharing Plan — Form 5500 plan (Heller, Heller & Mccoy)
Plain-English plan 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, Heller, Heller & Mccoy Profit Sharing Plan is a benefit plan reported by Heller, Heller & Mccoy under EIN 06-0942436 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $3,704,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heller, Heller & Mccoy
- EIN
- 06-0942436
- Plan number
- 001
- Plan type
- 2
- Location
- Uncasville, CT
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $3,704,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240416120713NAL0000612577001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,704,988
- Total liabilities (EOY)
- $320,619
- Net assets (EOY)
- $3,384,369
- Net assets (BOY)
- $3,593,619
Income & contributions
- Total income / additions
- $116,498
Expenses & distributions
- Benefits paid
- $325,105
- Administrative expenses
- $643
- Total expenses
- $325,748
- Net increase / (decrease)
- -$209,250
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.