Hennessy Consulting Inc Profit Sharing Plan — Form 5500 plan (Hennessy Consulting 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, Hennessy Consulting Inc Profit Sharing Plan is a benefit plan reported by Hennessy Consulting Inc under EIN 84-1333158 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $1,772,595 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,772,595
Participants6Covered participants reported
Assets / participant$295.4KComputed: assets ÷ participants$295,433 (computed)
Provider compensationNone reported
Plan sponsor
Hennessy Consulting Inc
EIN
84-1333158
Plan number
001
Plan type
2
Location
Evergreen, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236I20240701124813NAL0002841939001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities
Money in vs. money out
Total income / additions$1M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$24.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,772,595
Net assets (EOY)
$1,772,595
Net assets (BOY)
$3,265,344

Income & contributions

Employer contributions
$24,194
Total income / additions
$1,021,781

Expenses & distributions

Benefits paid
$2,514,530
Total expenses
$2,514,530
Net increase / (decrease)
-$1,492,749
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets142%Computed ratio
Benefits paid ÷ total income246%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages