2023 Form 5500 filing — Herrigel, Bolan & Poy 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 20241017115954NAL0053068768001) for Herrigel, Bolan & Poy Profit Sharing Plan, reported by Herrigel, Bolan & Poy Llp under EIN 22-1482584 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241017115954NAL0053068768001
Filing year
2023
Form type
2
Plan sponsor
Herrigel, Bolan & Poy Llp
EIN
22-1482584
Plan number
001
Location
Madison, NJ
Participants
0
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$424,676
Total liabilities (EOY)
$0
Net assets (EOY)
$424,676
Employer contributions
$0
Participant contributions
$0
Total income / additions
$34
Benefits paid
$0
Administrative expenses
$2,795
Total expenses
$2,795
Net increase / (decrease)
-$2,761
Schedule source
Schedule I

Related Form 5500 pages