How big is Huntley Owen Team's plan?

Huntley Owen Team's plan reported $101K in assets and 6 participants for 2023.

Original filing (PDF)20240927121535NAL0002070769001

Huntley Owen Team

Name: Huntley Owen Team — The Huntley Owen Team 401(k), Form 5500 (2023)
Creator: Huntley Owen Team
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Huntley Owen Team 401(k) Plan

401(k) retirement plan · Huntley Owen Team's The Huntley Owen Team 401(k) Plan held $101K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Tennille Knorz signed Huntley Owen Team's 2023 Form 5500 as plan administrator.

Tennille Knorz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Huntley Owen Team's EIN is 83-1891100.

EIN 83-1891100

Plan number 001

Plan year 2023

ACK ID 20240927121535NAL0002070769001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Huntley Owen Team from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Huntley Owen Team's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUNTLEY OWEN TEAM.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score