Plan Snapshot
- Plan Sponsor: Henney Wealth Management, INC. Profit Sharing Plan
- Sponsor EIN: 273129399
- Sponsor Address: 28421 RANCHO DE JUANA, LAGUNA NIGUEL, CA, 926777405
- Plan Type: DC
- Total Participants: 2
- Total Assets: $174,500
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 2 | $174,500 | $0 | $0 |
| 2024 | 2 | $286,322 | $0 | $0 |
| 2023 | 2 | $321,184 | $0 | $0 |
| 2022 | 2 | $318,462 | $0 | $0 |