2023 Form 5500 filing — Greer, Herz & Adams Llp 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 20240730101946NAL0031489024001) for Greer, Herz & Adams Llp Retirement Plan, reported by Greer, Herz & Adams, Llp under EIN 74-1076878 and plan number 005. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730101946NAL0031489024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greer, Herz & Adams, Llp
- EIN
- 74-1076878
- Plan number
- 005
- Location
- Galveston, TX
- Participants
- 80
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,417,819
- Net assets (EOY)
- $31,417,819
- Employer contributions
- $1,022,736
- Participant contributions
- $481,579
- Total income / additions
- $6,920,466
- Benefits paid
- $7,800,061
- Administrative expenses
- $84,357
- Total expenses
- $7,884,418
- Net increase / (decrease)
- -$963,952
- Schedule source
- Schedule I