G. W. Henssler & Associates, Ltd 401(K) Profit Sharing Plan — Form 5500 plan (G. W. Henssler & Associates, Ltd)
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, G. W. Henssler & Associates, Ltd 401(K) Profit Sharing Plan is a benefit plan reported by G. W. Henssler & Associates, Ltd under EIN 58-2189215 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $19,105,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G. W. Henssler & Associates, Ltd
- EIN
- 58-2189215
- Plan number
- 001
- Plan type
- 2
- Location
- Kennesaw, GA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $19,105,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20240722075355NAL0010172257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,105,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,105,477
- Net assets (BOY)
- $15,647,570
Income & contributions
- Employer contributions
- $418,132
- Participant contributions
- $946,542
- Total contributions
- $1,371,430
- Total income / additions
- $4,103,811
Expenses & distributions
- Benefits paid
- $637,452
- Administrative expenses
- $8,452
- Total expenses
- $645,904
- Net increase / (decrease)
- $3,457,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $5,072 | $0 | 2023 |
| Erisa Services Of Georgia, LLC | RECORDKEEPER | $3,380 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKERAGE | $83 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for G. W. Henssler & Associates, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Kennesaw, GA
- Transamerica Retirement Solutions, — Schedule C compensation
- Erisa Services Of Georgia, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation