Who sponsors the Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan?

Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan is reported as sponsored by Hewson & Van Hellemont, P.C. (EIN 38-2964195, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan is 2023.

How many participants does Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan report?

Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan reports 140 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan?

Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan reports $11,690,945 in end-of-year plan assets in its latest loaded Form 5500 filing.

Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Hewson & Van Hellemont, 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, Hewson & Van Hellemont, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Hewson & Van Hellemont, P.C. under EIN 38-2964195 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $11,690,945 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.7MPlan net assets, end of year$11,690,945

Participants140Covered participants reported

Assets / participant$83.5KComputed: assets ÷ participants$83,507 (computed)

Provider compensation$25.9K3 Schedule C provider row(s)$25,852

Plan sponsor: Hewson & Van Hellemont, P.C.
EIN: 38-2964195
Plan number: 001
Plan type: 2
Location: Oak Park, MI
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	140	H, C	20241007081349NAL0007414835001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.7M total assets

Net assets$11.7MLiabilities—

Money in vs. money out

Total income / additions$3M

Total expenses$559.1K

Benefits paid / distributions$556.8K

Contributions

Employer$437K

Participant$854.6K

Full reported line items

Net assets

Total assets (EOY): $11,690,945
Net assets (EOY): $11,690,945
Net assets (BOY): $9,296,124

Income & contributions

Employer contributions: $437,043
Participant contributions: $854,603
Total contributions: $1,294,575
Total income / additions: $2,953,939

Expenses & distributions

Benefits paid: $556,797
Administrative expenses: $2,321
Total expenses: $559,118
Net increase / (decrease): $2,394,821

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

34%66%

Employer 34%Participant 66%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income19%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Edward Jones	INVESTMENT ADVISORY	$0	$23,531	2023
Principal Life Insruance Company	CONTRACT ADMINISTRATOR	$2,321	$0	2023
Wilshire Associates Incorporated	INVESTMENT ADVISORY	$0	$0	2023