Henney Wealth Management, Inc. Money Purchase Plan — Form 5500 plan (Henney Wealth Management, Inc. Money Purchase Plan)
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, Henney Wealth Management, Inc. Money Purchase Plan is a benefit plan reported by Henney Wealth Management, Inc. Money Purchase Plan under EIN 27-3129399 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $185,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henney Wealth Management, Inc. Money Purchase Plan
- EIN
- 27-3129399
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Niguel, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $185,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240223215403NAL0006717409001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $185,937
- Net assets (EOY)
- $185,937
- Net assets (BOY)
- $176,736
Income & contributions
- Total income / additions
- $9,201
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $9,201
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.