Plan5500

Holly C. Roundtree Certified Public Accountant — 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, Holly C. Roundtree Certified Public Accountant (EIN 75-2173478) is a plan sponsor located in Dallas, TX 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
75-2173478
Location
Dallas, TX
Loaded plans
1
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 Holly C. Roundtree Certified Public Accountant

  • 1 loaded plans hold $1.1M in reported assets.
  • The largest, Profit Sharing Plan For Holly C. Roundtree Certified Public Accountant, holds 100% of this company's reported plan assets.
  • Plans cover 1 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,126,091
Total reported assets$1.1M$1,126,091
Total reported participants1
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities—
Contributions & income
Total income / additions$173.1K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$173.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Profit Sharing Plan For Holly C. Roundtree Certified Public Accountant
Participants per plan1Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Profit Sharing Plan For Holly C. Roundtree Certified Public Accountant$1.1M
    Plan #001 · 1 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Holly C. Roundtree Certified Public Accountant. Open one for its full reported snapshot.

  1. 2023
    Profit Sharing Plan For Holly C. Roundtree Certified Public Accountant1 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Holly C. Roundtree Certified Public Accountant report on Form 5500?
Holly C. Roundtree Certified Public Accountant (EIN 75-2173478) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Holly C. Roundtree Certified Public Accountant?
The Employer Identification Number (EIN) reported for Holly C. Roundtree Certified Public Accountant is 75-2173478.
What is the latest Form 5500 filing year for Holly C. Roundtree Certified Public Accountant?
The latest loaded Form 5500 filing year for Holly C. Roundtree Certified Public Accountant is 2023.

Related Form 5500 pages