Civic Intelligence

Henney Wealth Management Inc. Profit Sharing Plan

Plan context: Henney Wealth Management Inc. Money Purchase Plan

EIN 27-3129399 • Laguna Niguel, CA • 13 filings • 5 plans

28421 Rancho DE JuanaLaguna Niguel, CA 92677-7405
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$476,203

2025 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$771,674$385,837$0202020232025YearValue
$476,203Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

210202120232025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202522$476,203$0-
Henney Wealth Management Inc. Money Purchase Plan-2$301,703--
Henney Wealth Management Inc. Profit Sharing Plan-2$174,500--
202422$453,630$0-
Henney Wealth Management Inc. Profit Sharing Plan-2$286,322--
Henney Wealth Management Inc. Money Purchase Plan-2$167,308--
202322$507,121$0-
Henney Wealth Management Inc. Profit Sharing Plan-2$321,184--
Henney Wealth Management Inc. Money Purchase Plan-2$185,937--
202222$495,198$0-
Henney Wealth Management Inc. Profit Sharing Plan-2$318,462--
Henney Wealth Management Inc. Money Purchase Plan-2$176,736--
202132$771,674$0-
Henney Wealth Management Inc. Profit Sharing Plan-2$328,804--
HENNEY WEALTH MANAGEMENT, INC. MONEY PURCHASE PLAN-2$221,435--
Henney Wealth Management Inc. Money Purchase Plan-2$221,435--
202020$500,119$0-
Henney Wealth Management Inc. Profit Sharing Plan--$310,907--
Henney Wealth Management Inc. Money Purchase Plan--$189,212--