Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Jack Huray Cpa P C)
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, Jack Huray Cpa P C 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Jack Huray Cpa P C under EIN 77-0617012 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Huray Cpa P C
- EIN
- 77-0617012
- Plan number
- 001
- Plan type
- 2
- Location
- Newtown, CT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240925095226NAL0008218579001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,120
- Net assets (BOY)
- $20,131
Income & contributions
- Employer contributions
- $1,239
- Participant contributions
- $30,165
- Total income / additions
- $36,716
Expenses & distributions
- Benefits paid
- $54,652
- Administrative expenses
- $75
- Total expenses
- $54,727
- Net increase / (decrease)
- -$18,011
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.