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, Huff, Powell & Bailey, LLC 401(K) P/S Plan is a benefit plan reported by Huff, Powell & Bailey, LLC under EIN 90-0085645 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $18,967,476 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,967,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,967,476
- Net assets (BOY)
- $14,563,119
Income & contributions
- Employer contributions
- $470,944
- Participant contributions
- $801,049
- Total contributions
- $1,532,279
- Total income / additions
- $4,851,586
Expenses & distributions
- Benefits paid
- $374,641
- Administrative expenses
- $72,588
- Total expenses
- $447,229
- Net increase / (decrease)
- $4,404,357