2023 Form 5500 filing — Profit Sharing Plan And Trust For Hhmrgc & M, P.A.

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 20240517072843NAL0036367571001) for Profit Sharing Plan And Trust For Hhmrgc & M, P.A., reported by Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.A. under EIN 56-1057727 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$470.6KReported net assets$470,586
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517072843NAL0036367571001
Plan sponsor
Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.A.
EIN
56-1057727
Plan number
001
Location
Raleigh, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$470.6K total assets
Net assets$470.6KLiabilities$3
Money in vs. money out
Total income / additions$118.2K
Total expenses$182.7K
Benefits paid / distributions$181.4K
Full reported line items
Total assets (EOY)
$470,589
Total liabilities (EOY)
$3
Net assets (EOY)
$470,586
Total income / additions
$118,170
Benefits paid
$181,377
Administrative expenses
$1,347
Total expenses
$182,724
Net increase / (decrease)
-$64,554

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517072843NAL0036367571001 cover?
It is the 2023 Form 5500 filing for Profit Sharing Plan And Trust For Hhmrgc & M, P.A., reported by Hayes Holt Mohr Rappaport Gizzie Campbell & Moody, P.A. (EIN 56-1057727).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages