# Henney Wealth Management, INC. Profit Sharing Plan DC Plan
Source: https://planprovider.pro/companies/henney-wealth-management-inc-profit-sharing-plan-plan

> Henney Wealth Management, INC. Profit Sharing Plan's DC plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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