Henney Wealth Management, Inc. Profit Sharing Plan — Form 5500 plan (Henney Wealth Management, Inc.)
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. Profit Sharing Plan is a benefit plan reported by Henney Wealth Management, Inc. under EIN 27-3129399 and plan number 002. The latest loaded filing year is 2023. The filing reports 2 participants and $321,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henney Wealth Management, Inc.
- EIN
- 27-3129399
- Plan number
- 002
- Plan type
- 2
- Location
- Laguna Niguel, CA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $321,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240223215623NAL0011001314001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $321,184
- Net assets (EOY)
- $321,184
- Net assets (BOY)
- $318,462
Income & contributions
- Total income / additions
- $2,722
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $2,722
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.