Bertine, Hufnagel, Headley, Zeltner, Drummond & Do — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bertine, Hufnagel, Headley, Zeltner, Drummond & Do (EIN 13-2606268) is a plan sponsor located in Scarsdale, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2606268
Location
Scarsdale, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,330,612
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,330,612

Contributions & income

Employer contributions
$19,257
Participant contributions
$96,303
Total income / additions
$460,743

Expenses & distributions

Benefits paid / distributions
$250,145
Total expenses
$250,145
Net increase / (decrease)
$210,598

Coverage

Total reported participants
16
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Bertine, Hufnagel, Headley, Zeltner, Drummond & Do plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn, Llp Profit Sharing And 401(K) Plan00216$2,330,6122023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bertine, Hufnagel, Headley, Zeltner, Drummond & Do
YearPlanParticipantsSchedulesFiling
2023Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn, Llp Profit Sharing And 401(K) Plan16I20240515202434NAL0035010467001

Related Form 5500 pages