The Employee Stock Ownership Plan For Employees Of Humphrey & Associates, Inc. — Form 5500 plan (Humphrey & Associates 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, The Employee Stock Ownership Plan For Employees Of Humphrey & Associates, Inc. is a benefit plan reported by Humphrey & Associates Inc. under EIN 74-1907160 and plan number 001. The latest loaded filing year is 2023. The filing reports 436 participants and $5,163,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Humphrey & Associates Inc.
- EIN
- 74-1907160
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 436
- End-of-year plan assets
- $5,163,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 436 | H | 20241010090605NAL0035342192001 |
| 2023 | 444 | H | 20241010091800NAL0020740753001 |
| 2023 | 465 | H | 20250411183116NAL0026665393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,895,706
- Total liabilities (EOY)
- $10,591
- Net assets (EOY)
- $8,885,115
- Net assets (BOY)
- $7,108,688
Income & contributions
- Employer contributions
- $700,000
- Total contributions
- $700,000
- Total income / additions
- $2,104,769
Expenses & distributions
- Benefits paid
- $328,342
- Administrative expenses
- $0
- Total expenses
- $328,342
- Net increase / (decrease)
- $1,776,427
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.