Hathaway & Kunz, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Hathaway & Kunz, Llp)
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, Hathaway & Kunz, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Hathaway & Kunz, Llp under EIN 81-4724046 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $5,003,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hathaway & Kunz, Llp
- EIN
- 81-4724046
- Plan number
- 001
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $5,003,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20241015111031NAL0016206131001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,003,032
- Net assets (EOY)
- $5,003,032
- Net assets (BOY)
- $3,538,632
Income & contributions
- Employer contributions
- $49,011
- Participant contributions
- $175,643
- Total income / additions
- $1,487,356
Expenses & distributions
- Administrative expenses
- $22,956
- Total expenses
- $22,956
- Net increase / (decrease)
- $1,464,400
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.