Hennessy & Roach 401k Savings Plan — Form 5500 plan (Hennessy & Roach P.C.)
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, Hennessy & Roach 401k Savings Plan is a benefit plan reported by Hennessy & Roach P.C. under EIN 36-3883812 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $23,853,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hennessy & Roach P.C.
- EIN
- 36-3883812
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $23,853,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240801144322NAL0023029729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,853,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,853,156
- Net assets (BOY)
- $19,554,170
Income & contributions
- Employer contributions
- $477,830
- Participant contributions
- $1,251,798
- Total contributions
- $1,791,808
- Total income / additions
- $4,842,821
Expenses & distributions
- Benefits paid
- $477,595
- Administrative expenses
- $66,240
- Total expenses
- $543,835
- Net increase / (decrease)
- $4,298,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $62,093 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $4,170 | $0 | 2023 |