Hucks Financial Services 401(K) Retirement Plan — Form 5500 plan (Hucks Financial Services, LLC)
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, Hucks Financial Services 401(K) Retirement Plan is a benefit plan reported by Hucks Financial Services, LLC under EIN 27-1315370 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $830,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hucks Financial Services, LLC
- EIN
- 27-1315370
- Plan number
- 001
- Plan type
- 2
- Location
- Simpsonville, SC
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $830,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240723144252NAL0019989184001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $830,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $830,953
- Net assets (BOY)
- $595,950
Income & contributions
- Employer contributions
- $52,531
- Participant contributions
- $75,000
- Total income / additions
- $235,003
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $235,003
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.