Plan5500

Nugent & Haeussler Pc Profit Sharing Plan — Form 5500 plan (Nugent & Haeussler Pc)

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, Nugent & Haeussler Pc Profit Sharing Plan is a benefit plan reported by Nugent & Haeussler Pc under EIN 14-1567370 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $20,629,766 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.6MPlan net assets, end of year$20,629,766
Participants40Covered participants reported
Assets / participant$515.7KComputed: assets ÷ participants$515,744 (computed)
Provider compensationNone reported
Plan sponsor
Nugent & Haeussler Pc
EIN
14-1567370
Plan number
001
Plan type
2
Location
Montgomery, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    40 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities—
Money in vs. money out
Total income / additions$4M
Total expenses$800.7K
Benefits paid / distributions$672.4K
Contributions
Employer$262.1K
Participant$428.8K
Full reported line items

Net assets

Total assets (EOY)
$20,629,766
Net assets (EOY)
$20,629,766
Net assets (BOY)
$17,437,880

Income & contributions

Employer contributions
$262,119
Participant contributions
$428,816
Total income / additions
$3,992,551

Expenses & distributions

Benefits paid
$672,399
Administrative expenses
$128,266
Total expenses
$800,665
Net increase / (decrease)
$3,191,886
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages