2023 Form 5500 filing — Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 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 20241011100947NAL0036613072008) for Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(K)Plan, reported by Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. under EIN 82-3774540 and plan number 002. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011100947NAL0036613072008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.
- EIN
- 82-3774540
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $109,646,018
- Net assets (EOY)
- $109,646,018
- Employer contributions
- $2,366,790
- Participant contributions
- $3,051,679
- Total income / additions
- $24,526,749
- Benefits paid
- $4,272,814
- Total expenses
- $4,272,814
- Net increase / (decrease)
- $20,253,935
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Corient Private Wealth LLC | NONE | $29,448 | not reported in the loaded dataset |
| Fisher Investments | NONE | $14,755 | not reported in the loaded dataset |
| Diversified Trust Company Inc | NONE | $10,005 | not reported in the loaded dataset |
| Wiseowl Capital LLC | NONE | $9,954 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $688 | $0 |