Humphrey & Associates, Inc. 401(K) Plan — 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, Humphrey & Associates, Inc. 401(K) Plan is a benefit plan reported by Humphrey & Associates, Inc. under EIN 74-1907160 and plan number 003. The latest loaded filing year is 2023. The filing reports 574 participants and $44,259,223 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
- 003
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $44,259,223
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20250414100555NAL0003235602001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,259,223
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,259,223
- Net assets (BOY)
- $38,277,932
Income & contributions
- Employer contributions
- $1,792,542
- Participant contributions
- $2,925,377
- Total contributions
- $4,780,269
- Total income / additions
- $10,114,226
Expenses & distributions
- Benefits paid
- $3,957,607
- Administrative expenses
- $175,328
- Total expenses
- $4,132,935
- Net increase / (decrease)
- $5,981,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $160,827 | $0 | 2023 |
| Purshe Kaplan Sterling Investments | OTHER SERVICES | $0 | $81,966 | 2023 |
| Weaver And Tidwell, Llp | ACCOUNTANT | $29,000 | not reported in the loaded dataset | 2023 |
| Oakwood Capital Securities, Inc | OTHER SERVICES | $0 | $12,032 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Humphrey & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Principal Life Insurance Company — Schedule C compensation
- Purshe Kaplan Sterling Investments — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Oakwood Capital Securities, Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation