2023 Form 5500 filing — Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & 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 20241009091524NAL0010466915004) for Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust, reported by Messer Potts & Messer Pc under EIN 74-2093265 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.6MReported net assets$8,571,765
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241009091524NAL0010466915004
- Plan sponsor
- Messer Potts & Messer Pc
- EIN
- 74-2093265
- Plan number
- 002
- Location
- Belton, TX
- Received date
- not reported in the loaded dataset
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)$8.6M total assets
Net assets$8.6MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,571,765
- Net assets (EOY)
- $8,571,765
- Employer contributions
- $6,000
- Total income / additions
- $1,637,213
- Benefits paid
- $100,000
- Administrative expenses
- $36,804
- Total expenses
- $136,804
- Net increase / (decrease)
- $1,500,409