The Henderson, Hutcherson & Mccullough, Pllc 401(K) Plan — Form 5500 plan (Henderson,Hutcherson & Mccullough, Pllc)

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, The Henderson, Hutcherson & Mccullough, Pllc 401(K) Plan is a benefit plan reported by Henderson,Hutcherson & Mccullough, Pllc under EIN 62-1114363 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $22,114,272 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henderson,Hutcherson & Mccullough, Pllc
EIN
62-1114363
Plan number
001
Plan type
2
Location
Chattanooga, TN
Latest filing year
2023
Participants
226
End-of-year plan assets
$22,114,272

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20240829093124NAL0024116800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,114,272
Total liabilities (EOY)
$0
Net assets (EOY)
$22,114,272
Net assets (BOY)
$18,142,248

Income & contributions

Employer contributions
$359,012
Participant contributions
$1,433,814
Total contributions
$2,020,603
Total income / additions
$5,054,550

Expenses & distributions

Benefits paid
$1,076,868
Administrative expenses
$5,658
Total expenses
$1,082,526
Net increase / (decrease)
$3,972,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance Co.NONE$1,661$35,9322023
Erisa ServicesNONE$0$5,0002023

Related Form 5500 pages