Humes And Wagner Llp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Humes And Wagner Llp)
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, Humes And Wagner Llp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Humes And Wagner Llp under EIN 11-2066849 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $4,446,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humes And Wagner Llp
- EIN
- 11-2066849
- Plan number
- 001
- Plan type
- 2
- Location
- Locust Valley, NY
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $4,446,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240923181140NAL0021084880001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,446,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,446,545
- Net assets (BOY)
- $3,701,254
Income & contributions
- Employer contributions
- $12,783
- Participant contributions
- $163,342
- Total income / additions
- $824,716
Expenses & distributions
- Benefits paid
- $78,725
- Administrative expenses
- $700
- Total expenses
- $79,425
- Net increase / (decrease)
- $745,291
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.