2023 Form 5500 filing — Heller, Heller & Mccoy Profit Sharing 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 20240416120713NAL0000612577001) for Heller, Heller & Mccoy Profit Sharing Plan, reported by Heller, Heller & Mccoy under EIN 06-0942436 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240416120713NAL0000612577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heller, Heller & Mccoy
- EIN
- 06-0942436
- Plan number
- 001
- Location
- Uncasville, CT
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,704,988
- Total liabilities (EOY)
- $320,619
- Net assets (EOY)
- $3,384,369
- Total income / additions
- $116,498
- Benefits paid
- $325,105
- Administrative expenses
- $643
- Total expenses
- $325,748
- Net increase / (decrease)
- -$209,250
- Schedule source
- Schedule I