2023 Form 5500 filing — Corlett, Probst & Boyd, Pllc 401(K) Profit Sharing 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 20240802154654NAL0016094963001) for Corlett, Probst & Boyd, Pllc 401(K) Profit Sharing Plan, reported by Corlett, Probst & Boyd, Pllc under EIN 75-2910587 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.2MReported net assets$1,181,900
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240802154654NAL0016094963001
Plan sponsor
Corlett, Probst & Boyd, Pllc
EIN
75-2910587
Plan number
001
Location
Wichita Falls, TX
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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$355.5K
Total expenses$257.7K
Benefits paid / distributions$255.1K
Contributions
Employer$33.6K
Participant$151.4K
Full reported line items
Total assets (EOY)
$1,181,900
Total liabilities (EOY)
$0
Net assets (EOY)
$1,181,900
Employer contributions
$33,649
Participant contributions
$151,351
Total income / additions
$355,463
Benefits paid
$255,121
Administrative expenses
$2,610
Total expenses
$257,731
Net increase / (decrease)
$97,732

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802154654NAL0016094963001 cover?
It is the 2023 Form 5500 filing for Corlett, Probst & Boyd, Pllc 401(K) Profit Sharing Plan, reported by Corlett, Probst & Boyd, Pllc (EIN 75-2910587).
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