Hmh&Y 401(K) Profit Sharing Plan — Form 5500 plan (Herndon, Morton, Herndon & Yaeger)
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, Hmh&Y 401(K) Profit Sharing Plan is a benefit plan reported by Herndon, Morton, Herndon & Yaeger under EIN 55-0589014 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $11,823,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herndon, Morton, Herndon & Yaeger
- EIN
- 55-0589014
- Plan number
- 001
- Plan type
- 2
- Location
- Wheeling, WV
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $11,823,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240808162605NAL0011204962001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,823,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,823,227
- Net assets (BOY)
- $10,108,373
Income & contributions
- Employer contributions
- $196,429
- Participant contributions
- $138,080
- Total income / additions
- $1,908,128
Expenses & distributions
- Benefits paid
- $172,952
- Administrative expenses
- $20,322
- Total expenses
- $193,274
- Net increase / (decrease)
- $1,714,854
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.