2023 Form 5500 filing — Holloway, Dobson & Bachman, 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 20240924153926NAL0013003361001) for Holloway, Dobson & Bachman, Pllc 401(K) Profit Sharing Plan, reported by Holloway, Dobson & Bachman, Pllc under EIN 20-8254993 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,741,791
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924153926NAL0013003361001
Plan sponsor
Holloway, Dobson & Bachman, Pllc
EIN
20-8254993
Plan number
001
Location
Oklahoma City, OK
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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$288.8K
Total expenses$123.3K
Benefits paid / distributions$110.8K
Contributions
Employer$21.6K
Participant$38.7K
Full reported line items
Total assets (EOY)
$1,741,791
Net assets (EOY)
$1,741,791
Employer contributions
$21,645
Participant contributions
$38,704
Total income / additions
$288,805
Benefits paid
$110,838
Administrative expenses
$12,421
Total expenses
$123,259
Net increase / (decrease)
$165,546

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924153926NAL0013003361001 cover?
It is the 2023 Form 5500 filing for Holloway, Dobson & Bachman, Pllc 401(K) Profit Sharing Plan, reported by Holloway, Dobson & Bachman, Pllc (EIN 20-8254993).
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