Hutto Retirement Advisors 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Hutto Retirement Advisors)
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, Hutto Retirement Advisors 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Hutto Retirement Advisors under EIN 27-1317580 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,693,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hutto Retirement Advisors
- EIN
- 27-1317580
- Plan number
- 001
- Plan type
- 2
- Location
- Colleyville, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,693,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240806094039NAL0002296913001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,693,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,693,967
- Net assets (BOY)
- $1,418,105
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $60,000
- Total income / additions
- $275,862
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $275,862
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.