2023 Form 5500 filing — Hunt & Henriques,Llp 401(K) 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 20240924182917NAL0018133616001) for Hunt & Henriques,Llp 401(K) Plan, reported by Hunt & Henriques,Llp under EIN 77-0051455 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924182917NAL0018133616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt & Henriques,Llp
- EIN
- 77-0051455
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,449,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,449,053
- Employer contributions
- $413,266
- Participant contributions
- $354,935
- Total income / additions
- $2,508,594
- Benefits paid
- $247,151
- Administrative expenses
- $77,100
- Total expenses
- $324,251
- Net increase / (decrease)
- $2,184,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smart Investor | NONE | $46,812 | not reported in the loaded dataset |
| The Retirement Plan Company, LLC | NONE | $30,213 | $1,750 |