Huntley-Bravos-Zall Insurance Brokers Inc 401(K) Profit Sharing Plan — Form 5500 plan (Huntley-Bravos-Zall Insurance Brokers 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, Huntley-Bravos-Zall Insurance Brokers Inc 401(K) Profit Sharing Plan is a benefit plan reported by Huntley-Bravos-Zall Insurance Brokers Inc under EIN 94-2194214 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,337,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Huntley-Bravos-Zall Insurance Brokers Inc
- EIN
- 94-2194214
- Plan number
- 001
- Plan type
- 2
- Location
- Marysville, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240328190031NAL0004658257001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,337,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,337,503
- Net assets (BOY)
- $1,179,612
Income & contributions
- Employer contributions
- $11,583
- Participant contributions
- $10,700
- Total income / additions
- $165,709
Expenses & distributions
- Benefits paid
- $2,787
- Administrative expenses
- $5,031
- Total expenses
- $7,818
- Net increase / (decrease)
- $157,891
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.