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| Plan Name | HENDERSON & NEUBERG, LLC CASH BALANCE PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | HENDERSON & NEUBERG, LLC |
| Employer identification number (EIN): | 651160386 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | PETER NEUBERG | 2024-10-14 | ||
| 001 | 2022-01-01 | PETER NEUBERG | 2023-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2024 : HENDERSON & NEUBERG, LLC CASH BALANCE PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 0 |
| Net assets as of the end of the plan year | 2024-10-14 | 418094 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 259295 |
| Participant contributions to plan in this plan year | 2024-10-14 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 37799 |
| Plan net income in this plan year | 2024-10-14 | 158799 |
| Net assets as of the end of the plan year | 2024-10-14 | 418094 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 259295 |
| Employer contributions to plan in this plan year | 2024-10-14 | 121000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 0 |
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