Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn, Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Bertine, Hufnagel, Headley, Zeltner, Drummond & Do)
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, Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn, Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Bertine, Hufnagel, Headley, Zeltner, Drummond & Do under EIN 13-2606268 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $2,330,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bertine, Hufnagel, Headley, Zeltner, Drummond & Do
- EIN
- 13-2606268
- Plan number
- 002
- Plan type
- 2
- Location
- Scarsdale, NY
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $2,330,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240515202434NAL0035010467001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,330,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,330,612
- Net assets (BOY)
- $2,120,014
Income & contributions
- Employer contributions
- $19,257
- Participant contributions
- $96,303
- Total income / additions
- $460,743
Expenses & distributions
- Benefits paid
- $250,145
- Administrative expenses
- $0
- Total expenses
- $250,145
- Net increase / (decrease)
- $210,598
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.