2023 Form 5500 filing — Flahive, Ogden & Latson P.C. 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 20240828121216NAL0012125489001) for Flahive, Ogden & Latson P.C. Profit Sharing Plan, reported by Flahive, Ogden & Latson, P.C. under EIN 74-1727735 and plan number 002. It reports 82 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.8MReported net assets$17,825,126
Participants82
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240828121216NAL0012125489001
Plan sponsor
Flahive, Ogden & Latson, P.C.
EIN
74-1727735
Plan number
002
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)$17.8M total assets
Net assets$17.8MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$219.8K
Participant$370.4K
Full reported line items
Total assets (EOY)
$17,825,126
Total liabilities (EOY)
$0
Net assets (EOY)
$17,825,126
Employer contributions
$219,815
Participant contributions
$370,406
Total income / additions
$2,964,318
Benefits paid
$1,633,422
Administrative expenses
$33,027
Total expenses
$1,666,449
Net increase / (decrease)
$1,297,869

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828121216NAL0012125489001 cover?
It is the 2023 Form 5500 filing for Flahive, Ogden & Latson P.C. Profit Sharing Plan, reported by Flahive, Ogden & Latson, P.C. (EIN 74-1727735).
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