2023 Form 5500 filing — Daniel Coker Horton & Bell, P.A. Profit Sharing 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 20241014093000NAL0043993120001) for Daniel Coker Horton & Bell, P.A. Profit Sharing 401(K) Plan, reported by Daniel Coker Horton & Bell P.A. under EIN 64-0653454 and plan number 001. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014093000NAL0043993120001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Daniel Coker Horton & Bell P.A.
- EIN
- 64-0653454
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 92
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,999,183
- Net assets (EOY)
- $36,999,183
- Employer contributions
- $486,977
- Participant contributions
- $383,489
- Total income / additions
- $5,515,586
- Benefits paid
- $922,367
- Administrative expenses
- $16,444
- Total expenses
- $938,811
- Net increase / (decrease)
- $4,576,775
- Schedule source
- Schedule I