2023 Form 5500 filing — Henney Wealth Management, Inc. Money Purchase Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240223215403NAL0006717409001) for Henney Wealth Management, Inc. Money Purchase Plan, reported by Henney Wealth Management, Inc. Money Purchase Plan under EIN 27-3129399 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$185.9KReported net assets$185,937
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240223215403NAL0006717409001
- Plan sponsor
- Henney Wealth Management, Inc. Money Purchase Plan
- EIN
- 27-3129399
- Plan number
- 001
- Location
- Laguna Niguel, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$185.9K total assets
Net assets$185.9KLiabilities—
Full reported line items
- Total assets (EOY)
- $185,937
- Net assets (EOY)
- $185,937
- Total income / additions
- $9,201
- Total expenses
- $0
- Net increase / (decrease)
- $9,201