2023 Form 5500 filing — Becker Chambers And Co., P.A. Profit Sharing Plan Formerly Smith Cook And Co.,P.A. Profit Sharing

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 20240722173006NAL0018223232001) for Becker Chambers And Co., P.A. Profit Sharing Plan Formerly Smith Cook And Co.,P.A. Profit Sharing, reported by Becker Chambers And Co.,P.A. under EIN 82-0437743 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240722173006NAL0018223232001
Filing year
2023
Form type
2
Plan sponsor
Becker Chambers And Co.,P.A.
EIN
82-0437743
Plan number
001
Location
Hailey, ID
Participants
7
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,090,844
Total liabilities (EOY)
$2,301
Net assets (EOY)
$2,088,543
Employer contributions
$15,699
Participant contributions
$65,066
Total income / additions
$372,174
Benefits paid
$45,465
Administrative expenses
$11,664
Total expenses
$57,160
Net increase / (decrease)
$315,014
Schedule source
Schedule I

Related Form 5500 pages