Huggins Actuarial Services, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Huggins Actuarial Services, Inc.)

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, Huggins Actuarial Services, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Huggins Actuarial Services, Inc. under EIN 37-1470905 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $6,390,802 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Huggins Actuarial Services, Inc.
EIN
37-1470905
Plan number
001
Plan type
2
Location
Media, PA
Latest filing year
2023
Participants
16
End-of-year plan assets
$6,390,802

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316I20240711123611NAL0032923074001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$6,390,802
Total liabilities (EOY)
$0
Net assets (EOY)
$6,390,802
Net assets (BOY)
$5,471,898

Income & contributions

Employer contributions
$104,949
Participant contributions
$181,739
Total income / additions
$1,215,251

Expenses & distributions

Benefits paid
$299,499
Administrative expenses
-$3,152
Total expenses
$296,347
Net increase / (decrease)
$918,904

Service provider compensation (Schedule C)

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

Related Form 5500 pages