2023 Form 5500 filing — Fordharrison Partner & Staff 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 20241008155533NAL0009866899001) for Fordharrison Partner & Staff Profit Sharing Plan, reported by Fordharrison Llp under EIN 58-1314995 and plan number 001. It reports 214 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)$45.5MReported net assets$45,518,089

Participants214

Provider compensation$125.3K4 Schedule C row(s)$125,257

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241008155533NAL0009866899001
Plan sponsor: Fordharrison Llp
EIN: 58-1314995
Plan number: 001
Location: Atlanta, 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)$45.5M total assets

Net assets$45.5MLiabilities$0

Money in vs. money out

Total income / additions$9.2M

Total expenses$2.1M

Benefits paid / distributions$2M

Contributions

Employer$1.7M

Participant$1.5M

Full reported line items

Total assets (EOY): $45,518,089
Total liabilities (EOY): $0
Net assets (EOY): $45,518,089
Employer contributions: $1,684,085
Participant contributions: $1,519,164
Total income / additions: $9,209,133
Benefits paid: $1,993,317
Administrative expenses: $86,411
Total expenses: $2,079,728
Net increase / (decrease): $7,129,405

Schedule C

Reported service provider compensation

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

1
Ubs Financial Services Inc$73.7K
INVESTMENT ADVISORY · Direct $73.7K
2
Transamerica Ret. Sol., LLC$44.2K
RECORDKEEPER · Direct $44.2K · Indirect $0
3
Futureplan By Ascensus$7.3K
RECORDKEEPER · Direct $7.2K · Indirect $122
4
Charles Schwab & Co., Inc.$1
SECURITIES BROKERAGE · Direct $1 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008155533NAL0009866899001 cover?: It is the 2023 Form 5500 filing for Fordharrison Partner & Staff Profit Sharing Plan, reported by Fordharrison Llp (EIN 58-1314995).
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).