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, Engle-Hambright & Davies, Inc. 401(K) Retirement Plan is a benefit plan reported by Engle-Hambright & Davies, Inc. under EIN 23-0558310 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $19,053,197 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,053,197
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,053,197
- Net assets (BOY)
- $15,034,131
Income & contributions
- Employer contributions
- $179,646
- Participant contributions
- $1,012,278
- Total contributions
- $1,446,350
- Total income / additions
- $4,320,203
Expenses & distributions
- Benefits paid
- $260,412
- Administrative expenses
- $40,725
- Total expenses
- $301,137
- Net increase / (decrease)
- $4,019,066