W.T. Humphrey, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (W.T. Humphrey, 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, W.T. Humphrey, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by W.T. Humphrey, Inc. under EIN 56-0998971 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $14,122,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.T. Humphrey, Inc.
- EIN
- 56-0998971
- Plan number
- 001
- Plan type
- 3
- Location
- Jacksonville, NC
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $14,122,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20250421112150NAL0001893075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,122,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,122,216
- Net assets (BOY)
- $11,290,948
Income & contributions
- Employer contributions
- $134,119
- Participant contributions
- $620,642
- Total contributions
- $758,284
- Total income / additions
- $3,885,616
Expenses & distributions
- Benefits paid
- $951,806
- Administrative expenses
- $102,542
- Total expenses
- $1,054,348
- Net increase / (decrease)
- $2,831,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $77,386 | not reported in the loaded dataset | 2023 |
| Larson Allen Llp | AUDITOR | $15,608 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,548 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W.T. Humphrey, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Jacksonville, NC
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Larson Allen Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation