2023 Form 5500 filing — Ewing & Jones 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 20240925160328NAL0025840592001) for Ewing & Jones 401(K) Plan, reported by Ewing & Jones, Pllc under EIN 26-1190553 and plan number 001. It reports 27 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.4MReported net assets$6,371,994
Participants27
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240925160328NAL0025840592001
Plan sponsor
Ewing & Jones, Pllc
EIN
26-1190553
Plan number
001
Location
Houston, 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)$6.4M total assets
Net assets$6.4MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$225.2K
Benefits paid / distributions$218.6K
Contributions
Employer$243.9K
Participant$258.7K
Full reported line items
Total assets (EOY)
$6,371,994
Net assets (EOY)
$6,371,994
Employer contributions
$243,855
Participant contributions
$258,743
Total income / additions
$1,553,810
Benefits paid
$218,588
Administrative expenses
$6,654
Total expenses
$225,242
Net increase / (decrease)
$1,328,568

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925160328NAL0025840592001 cover?
It is the 2023 Form 5500 filing for Ewing & Jones 401(K) Plan, reported by Ewing & Jones, Pllc (EIN 26-1190553).
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