Heaton & Venuti Llp, 401k Profit Sharing Plan — Form 5500 plan (Heaton & Venuti Llp)
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, Heaton & Venuti Llp, 401k Profit Sharing Plan is a benefit plan reported by Heaton & Venuti Llp under EIN 54-2096942 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $789,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heaton & Venuti Llp
- EIN
- 54-2096942
- Plan number
- 001
- Plan type
- 2
- Location
- Geneva, NY
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $789,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240624104059NAL0003881059001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $789,291
- Net assets (EOY)
- $789,291
- Net assets (BOY)
- $663,848
Income & contributions
- Employer contributions
- $13,816
- Participant contributions
- $33,237
- Total income / additions
- $328,247
Expenses & distributions
- Benefits paid
- $202,074
- Total expenses
- $202,804
- Net increase / (decrease)
- $125,443
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.