Altman & Barrett Architects Pc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Altman & Barrett Architects Pc (EIN 20-4361714) is a plan sponsor located in Hahira, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-4361714
Location
Hahira, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Altman & Barrett Architects Pc

  • 2 loaded plans hold $5.4M in reported assets.
  • The largest, Altman & Barrett Architects, P.C. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 31 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.4MSummed across loaded plans$5,399,353
Total reported assets$5.4M$5,399,384
Total reported participants31
Total reported liabilities$31

Reported net position

Reported assets = net assets + liabilities (summed)$5.4M total assets
Net assets$5.4MLiabilities$31
Contributions & income
Employer contributions$350.8K
Participant contributions$237.1K
Total income / additions$855.4K
Expenses & distributions
Benefits paid / distributions$150.3K
Total expenses$214.5K
Net increase / (decrease)$640.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Altman & Barrett Architects, P.C. Retirement Savings Plan
Participants per plan16Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 20 participants · 2023
  2. 2
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Altman & Barrett Architects Pc. Open one for its full reported snapshot.

  1. 2023
    Altman & Barrett Architects, P.C. Retirement Savings Plan20 participants · 2Sch I
    View filing →
  2. 2023
    Altman & Barrett Architects Pc Self Funded Medical Reimbursement Plan11 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Altman & Barrett Architects Pc report on Form 5500?
Altman & Barrett Architects Pc (EIN 20-4361714) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Altman & Barrett Architects Pc?
The Employer Identification Number (EIN) reported for Altman & Barrett Architects Pc is 20-4361714.
What is the latest Form 5500 filing year for Altman & Barrett Architects Pc?
The latest loaded Form 5500 filing year for Altman & Barrett Architects Pc is 2023.

Related Form 5500 pages