Herrigel, Bolan & Poy Profit Sharing Plan — Form 5500 plan (Herrigel, Bolan & Poy 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, Herrigel, Bolan & Poy Profit Sharing Plan is a benefit plan reported by Herrigel, Bolan & Poy Llp under EIN 22-1482584 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $427,437 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herrigel, Bolan & Poy Llp
- EIN
- 22-1482584
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, NJ
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $427,437
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | I | 20241017115954NAL0053068768001 |
| 2023 | 8 | I | 20240722135457NAL0005893043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $424,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $424,676
- Net assets (BOY)
- $427,437
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $34
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,795
- Total expenses
- $2,795
- Net increase / (decrease)
- -$2,761
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.