Humphrey & Associates INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Humphrey & Associates INC.
  • Sponsor EIN: 741907160
  • Sponsor Address: 1501 LUNA RD, CARROLLTON, TX, 75006
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 358
  • Total Assets: $8.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023358$8.9M$700,000$0
2022334$7.1M$500,000$0
2020351$5.2M$75,000$0
2019338$4.8M$75,000$0

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