Plan5500

Hunt & Henriques,Llp 401(K) Plan — Form 5500 plan (Hunt & Henriques,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, Hunt & Henriques,Llp 401(K) Plan is a benefit plan reported by Hunt & Henriques,Llp under EIN 77-0051455 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $14,449,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt & Henriques,Llp
EIN
77-0051455
Plan number
002
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
130
End-of-year plan assets
$14,449,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240924182917NAL0018133616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,449,053
Total liabilities (EOY)
$0
Net assets (EOY)
$14,449,053
Net assets (BOY)
$12,264,710

Income & contributions

Employer contributions
$413,266
Participant contributions
$354,935
Total contributions
$768,201
Total income / additions
$2,508,594

Expenses & distributions

Benefits paid
$247,151
Administrative expenses
$77,100
Total expenses
$324,251
Net increase / (decrease)
$2,184,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smart InvestorNONE$46,812not reported in the loaded dataset2023
The Retirement Plan Company, LLCNONE$30,213$1,7502023

Related Form 5500 pages