2023 Form 5500 filing — Trott Law, P.C. Profit Sharing Plan And Trust
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 20240924113618NAL0017414688001) for Trott Law, P.C. Profit Sharing Plan And Trust, reported by Trott Law, P.C. under EIN 38-2482861 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.4MReported net assets$15,373,888
Participants164
Provider compensation$48.7K2 Schedule C row(s)$48,746
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924113618NAL0017414688001
- Plan sponsor
- Trott Law, P.C.
- EIN
- 38-2482861
- Plan number
- 002
- Location
- Farmington Hills, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,373,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,373,888
- Employer contributions
- $88,238
- Participant contributions
- $658,794
- Total income / additions
- $3,560,338
- Benefits paid
- $1,783,916
- Administrative expenses
- $48,746
- Total expenses
- $1,832,662
- Net increase / (decrease)
- $1,727,676
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz & Co Inc | ADVISOR | $32,366 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $16,380 | $0 |