D.C. Heller & Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (D C Heller & Co Inc 401(K)/ Psp)
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, D.C. Heller & Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by D C Heller & Co Inc 401(K)/ Psp under EIN 13-3643391 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,395,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D C Heller & Co Inc 401(K)/ Psp
- EIN
- 13-3643391
- Plan number
- 001
- Plan type
- 2
- Location
- Briarcliff Manor, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,395,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241002093051NAL0004689731001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,395,823
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,395,823
- Net assets (BOY)
- $1,934,326
Income & contributions
- Employer contributions
- $57,757
- Participant contributions
- $55,000
- Total income / additions
- $461,497
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $461,497
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.