2023 Form 5500 filing — Hinkle Shanor Llp Salary Savings 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 20240722153548NAL0005994675001) for Hinkle Shanor Llp Salary Savings Plan And Trust, reported by Hinkle Shanor Llp under EIN 85-0209352 and plan number 002. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240722153548NAL0005994675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hinkle Shanor Llp
- EIN
- 85-0209352
- Plan number
- 002
- Location
- Roswell, NM
- Participants
- 104
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,353,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,353,858
- Employer contributions
- $1,050,000
- Participant contributions
- $847,980
- Total income / additions
- $7,212,869
- Benefits paid
- $7,335,804
- Administrative expenses
- $21,581
- Total expenses
- $7,357,385
- Net increase / (decrease)
- -$144,516
- Schedule source
- Schedule I