2023 Form 5500 filing — Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240403125627NAL0007474675001) for Dearing & Jones Pc 401(K) Profit Sharing Plan & Trust, reported by Dearing & Jones Pc under EIN 81-4209909 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240403125627NAL0007474675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dearing & Jones Pc
- EIN
- 81-4209909
- Plan number
- 001
- Location
- Lawton, OK
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,453,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,453,803
- Employer contributions
- $83,540
- Participant contributions
- $54,910
- Total income / additions
- $730,586
- Benefits paid
- $46,820
- Administrative expenses
- $9,735
- Total expenses
- $56,555
- Net increase / (decrease)
- $674,031
- Schedule source
- Schedule I