2023 Form 5500 filing — Stallop, Compton & Robillard 401(K) 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 20240807133800NAL0003720017001) for Stallop, Compton & Robillard 401(K) Plan, reported by Stallop, Compton & Robillard, Pllc under EIN 82-2760175 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,083,135
Participants14
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240807133800NAL0003720017001
Plan sponsor
Stallop, Compton & Robillard, Pllc
EIN
82-2760175
Plan number
001
Location
Austin, 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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$590.9K
Total expenses$17.6K
Benefits paid / distributions$3K
Contributions
Employer$81.5K
Participant$180K
Full reported line items
Total assets (EOY)
$2,083,135
Total liabilities (EOY)
$0
Net assets (EOY)
$2,083,135
Employer contributions
$81,469
Participant contributions
$179,994
Total income / additions
$590,908
Benefits paid
$2,965
Administrative expenses
$14,645
Total expenses
$17,610
Net increase / (decrease)
$573,298

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807133800NAL0003720017001 cover?
It is the 2023 Form 5500 filing for Stallop, Compton & Robillard 401(K) Plan, reported by Stallop, Compton & Robillard, Pllc (EIN 82-2760175).
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