Constangy Brooks Smith & Prophete, Llp — 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, Constangy Brooks Smith & Prophete, Llp (EIN 58-0616335) is a plan sponsor located in Atlanta, 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
58-0616335
Location
Atlanta, 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 Constangy Brooks Smith & Prophete, Llp

  • 2 loaded plans hold $87M in reported assets.
  • The largest, Constangy, Brooks, Smith & Prophete, Llp Savings And Investment Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 755 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$87MSummed across loaded plans$87,020,084
Total reported assets$87M$87,020,084
Total reported participants755
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$87M total assets
Net assets$87MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$3.2M
Total income / additions$18.2M
Expenses & distributions
Benefits paid / distributions$9.8M
Total expenses$9.8M
Net increase / (decrease)$8.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Constangy, Brooks, Smith & Prophete, Llp Savings And Investment Profit Sharing Plan
Participants per plan378Average 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
  2. 2
    Plan #502 · 241 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Constangy Brooks Smith & Prophete, Llp. Open one for its full reported snapshot.

  1. 2023
    Constangy Brooks Smith & Prophete Llp Health And Welfare Program241 participants · 2No schedules
    View filing →
  2. 2023
    Constangy, Brooks, Smith & Prophete, Llp Savings And Investment Profit Sharing Plan514 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Constangy Brooks Smith & Prophete, Llp report on Form 5500?
Constangy Brooks Smith & Prophete, Llp (EIN 58-0616335) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Constangy Brooks Smith & Prophete, Llp?
The Employer Identification Number (EIN) reported for Constangy Brooks Smith & Prophete, Llp is 58-0616335.
What is the latest Form 5500 filing year for Constangy Brooks Smith & Prophete, Llp?
The latest loaded Form 5500 filing year for Constangy Brooks Smith & Prophete, Llp is 2023.

Related Form 5500 pages