2023 Form 5500 filing — Witsell, Evans & Rasco, P. A. Profit Sharing Plan And 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 20240610144735NAL0047684960001) for Witsell, Evans & Rasco, P. A. Profit Sharing Plan And Trust, reported by Witsell, Evans & Rasco, P.A. under EIN 71-0535992 and plan number 001. It reports 21 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,922,564
Participants21
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240610144735NAL0047684960001
Plan sponsor
Witsell, Evans & Rasco, P.A.
EIN
71-0535992
Plan number
001
Location
Little Rock, AR
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)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$852K
Total expenses$26.5K
Benefits paid / distributions$6.1K
Contributions
Employer$125K
Participant$205.9K
Full reported line items
Total assets (EOY)
$3,922,564
Total liabilities (EOY)
$0
Net assets (EOY)
$3,922,564
Employer contributions
$125,000
Participant contributions
$205,915
Total income / additions
$851,973
Benefits paid
$6,085
Administrative expenses
$20,462
Total expenses
$26,547
Net increase / (decrease)
$825,426

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240610144735NAL0047684960001 cover?
It is the 2023 Form 5500 filing for Witsell, Evans & Rasco, P. A. Profit Sharing Plan And Trust, reported by Witsell, Evans & Rasco, P.A. (EIN 71-0535992).
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