2023 Form 5500 filing — Finklea, Hendrick & Blake, LLC 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 20241011095607NAL0012344339001) for Finklea, Hendrick & Blake, LLC 401(K) Profit Sharing Plan, reported by Finklea, Hendrick & Blake, LLC under EIN 84-4051971 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,651,663
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011095607NAL0012344339001
Plan sponsor
Finklea, Hendrick & Blake, LLC
EIN
84-4051971
Plan number
001
Location
Florence, SC
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)$2.7M total assets
Net assets$2.7MLiabilities
Money in vs. money out
Total income / additions$516K
Total expenses$56K
Benefits paid / distributions$54.5K
Contributions
Employer$170.9K
Participant$109.3K
Full reported line items
Total assets (EOY)
$2,651,663
Net assets (EOY)
$2,651,663
Employer contributions
$170,936
Participant contributions
$109,348
Total income / additions
$516,008
Benefits paid
$54,475
Administrative expenses
$1,479
Total expenses
$55,954
Net increase / (decrease)
$460,054

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011095607NAL0012344339001 cover?
It is the 2023 Form 5500 filing for Finklea, Hendrick & Blake, LLC 401(K) Profit Sharing Plan, reported by Finklea, Hendrick & Blake, LLC (EIN 84-4051971).
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