2023 Form 5500 filing — Heaton & Venuti Llp, 401k 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 20240624104059NAL0003881059001) for Heaton & Venuti Llp, 401k Profit Sharing Plan, reported by Heaton & Venuti Llp under EIN 54-2096942 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240624104059NAL0003881059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heaton & Venuti Llp
- EIN
- 54-2096942
- Plan number
- 001
- Location
- Geneva, NY
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $789,291
- Net assets (EOY)
- $789,291
- Employer contributions
- $13,816
- Participant contributions
- $33,237
- Total income / additions
- $328,247
- Benefits paid
- $202,074
- Total expenses
- $202,804
- Net increase / (decrease)
- $125,443
- Schedule source
- Schedule I