2023 Form 5500 filing — Horne Llp Puerto Rico Employees 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 20241015110531NAL0014453043001) for Horne Llp Puerto Rico Employees Profit Sharing Plan, reported by Horne Llp under EIN 20-1941244 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110531NAL0014453043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horne Llp
- EIN
- 20-1941244
- Plan number
- 002
- Location
- Ridgeland, MS
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,840,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,840,872
- Employer contributions
- $516,830
- Participant contributions
- $677,162
- Total income / additions
- $1,868,299
- Benefits paid
- $50,868
- Administrative expenses
- $49,699
- Total expenses
- $100,567
- Net increase / (decrease)
- $1,767,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Finanxial Corp | N/A | $29,279 | not reported in the loaded dataset |
| Benefit Plans Admin Services, Inc. | N/A | $15,434 | $0 |
| Bpas Trust Company Of Puerto Rico | N/A | $4,897 | not reported in the loaded dataset |