Plan5500

Nugent & Haeussler Pc Profit Sharing Plan — Form 5500 plan (Nugent & Haeussler Pc)

Plain-English plan 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, Nugent & Haeussler Pc Profit Sharing Plan is a benefit plan reported by Nugent & Haeussler Pc under EIN 14-1567370 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $20,629,766 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.6MPlan net assets, end of year$20,629,766
Participants40Covered participants reported
Assets / participant$515.7KComputed: assets ÷ participants$515,744 (computed)
Provider compensationNone reported
Plan sponsor
Nugent & Haeussler Pc
EIN
14-1567370
Plan number
001
Plan type
2
Location
Montgomery, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    40 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.6M total assets
Net assets$20.6MLiabilities—
Money in vs. money out
Total income / additions$4M
Total expenses$800.7K
Benefits paid / distributions$672.4K
Contributions
Employer$262.1K
Participant$428.8K
Full reported line items

Net assets

Total assets (EOY)
$20,629,766
Net assets (EOY)
$20,629,766
Net assets (BOY)
$17,437,880

Income & contributions

Employer contributions
$262,119
Participant contributions
$428,816
Total income / additions
$3,992,551

Expenses & distributions

Benefits paid
$672,399
Administrative expenses
$128,266
Total expenses
$800,665
Net increase / (decrease)
$3,191,886
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages