2023 Form 5500 filing — Hollis Cobb Associates, Inc. 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 20241008102202NAL0029542272001) for Hollis Cobb Associates, Inc. 401(K) Profit Sharing Plan, reported by Hollis Cobb Associates, Inc. under EIN 58-1284427 and plan number 001. It reports 453 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)$14.2MReported net assets$14,186,475
Participants453
Provider compensation$7.9K1 Schedule C row(s)$7,936
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008102202NAL0029542272001
Plan sponsor
Hollis Cobb Associates, Inc.
EIN
58-1284427
Plan number
001
Location
Norcross, GA
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$458.5K
Participant$832.4K
Full reported line items
Total assets (EOY)
$14,186,475
Total liabilities (EOY)
$0
Net assets (EOY)
$14,186,475
Employer contributions
$458,491
Participant contributions
$832,441
Total income / additions
$4,013,133
Benefits paid
$1,336,211
Administrative expenses
$7,936
Total expenses
$1,349,267
Net increase / (decrease)
$2,663,866
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $7.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008102202NAL0029542272001 cover?
It is the 2023 Form 5500 filing for Hollis Cobb Associates, Inc. 401(K) Profit Sharing Plan, reported by Hollis Cobb Associates, Inc. (EIN 58-1284427).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages