Huber Walton Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Huber Walton Incorporated)
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, Huber Walton Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Huber Walton Incorporated under EIN 88-2461074 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $113,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huber Walton Incorporated
- EIN
- 88-2461074
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, PA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $113,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241007135430NAL0007650051001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $113,673
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,673
- Net assets (BOY)
- $171,416
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$57,743
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$57,743
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.