2023 Form 5500 filing — Pritchard & Abbott, Inc. 401(K) Profit Sharing And Employee Stock Ownership 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 20241011150202NAL0022127889001) for Pritchard & Abbott, Inc. 401(K) Profit Sharing And Employee Stock Ownership Plan, reported by Pritchard & Abbott, Inc. under EIN 75-1782738 and plan number 003. It reports 155 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)$45.2MReported net assets$45,222,402
Participants155
Provider compensation$105.6K2 Schedule C row(s)$105,635
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011150202NAL0022127889001
Plan sponsor
Pritchard & Abbott, Inc.
EIN
75-1782738
Plan number
003
Location
Fort Worth, TX
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)$45.2M total assets
Net assets$45.2MLiabilities
Money in vs. money out
Total income / additions$5.6M
Total expenses$5.2M
Benefits paid / distributions$5.1M
Contributions
Employer$2.5M
Participant$573.9K
Full reported line items
Total assets (EOY)
$45,222,402
Net assets (EOY)
$45,222,402
Employer contributions
$2,466,986
Participant contributions
$573,871
Total income / additions
$5,569,086
Benefits paid
$5,101,737
Administrative expenses
$105,635
Total expenses
$5,207,372
Net increase / (decrease)
$361,714
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $99.5K
  2. 2
    NONE · Direct $6.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011150202NAL0022127889001 cover?
It is the 2023 Form 5500 filing for Pritchard & Abbott, Inc. 401(K) Profit Sharing And Employee Stock Ownership Plan, reported by Pritchard & Abbott, Inc. (EIN 75-1782738).
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