2023 Form 5500 filing — S. Brent Bahner Pllc Retirement Plan

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 20240725122713NAL0024037888001) for S. Brent Bahner Pllc Retirement Plan, reported by S Brent Bahner Pllc under EIN 73-1285169 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240725122713NAL0024037888001
Filing year
2023
Form type
2
Plan sponsor
S Brent Bahner Pllc
EIN
73-1285169
Plan number
001
Location
Ardmore, OK
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$983,063
Net assets (EOY)
$983,063
Employer contributions
$6,860
Total income / additions
$141,743
Benefits paid
$70,000
Administrative expenses
$7,491
Total expenses
$77,491
Net increase / (decrease)
$64,252
Schedule source
Schedule I

Related Form 5500 pages