Happy Nest Of Sw Florida, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Happy Nest Of Sw Florida, 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, Happy Nest Of Sw Florida, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Happy Nest Of Sw Florida, Inc. under EIN 88-1425420 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $801,643 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Happy Nest Of Sw Florida, Inc.
EIN
88-1425420
Plan number
001
Plan type
2
Location
Punta Gorda, FL
Latest filing year
2023
Participants
2
End-of-year plan assets
$801,643

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240730091019NAL0020427425001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$801,643
Total liabilities (EOY)
$0
Net assets (EOY)
$801,643
Net assets (BOY)
$530,003

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$271,640

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$271,640

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages