Nick Humeny & Co., Inc. Profit Sharing Plan — Form 5500 plan (Nick Humeny & Co., 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, Nick Humeny & Co., Inc. Profit Sharing Plan is a benefit plan reported by Nick Humeny & Co., Inc. under EIN 94-2740662 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $2,355,004 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nick Humeny & Co., Inc.
- EIN
- 94-2740662
- Plan number
- 001
- Plan type
- 2
- Location
- Belmont, CA
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $2,355,004
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240507145448NAL0043911826001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,355,004
- Net assets (EOY)
- $2,355,004
- Net assets (BOY)
- $1,872,705
Income & contributions
- Employer contributions
- $92,000
- Participant contributions
- $0
- Total income / additions
- $534,520
Expenses & distributions
- Benefits paid
- $27,221
- Administrative expenses
- $0
- Total expenses
- $52,221
- Net increase / (decrease)
- $482,299
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.