2023 Form 5500 filing — Spurlock Runyan Miller & Associates Llp 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 20241015131541NAL0049566960001) for Spurlock Runyan Miller & Associates Llp 401-(K) Profit Sharing Plan, reported by Spurlock Runyan Miller & Associates Llp under EIN 39-1537831 and plan number 002. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.9MReported net assets$9,904,287
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241015131541NAL0049566960001
Plan sponsor
Spurlock Runyan Miller & Associates Llp
EIN
39-1537831
Plan number
002
Location
Appleton, WI
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)$9.9M total assets
Net assets$9.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$149.8K
Benefits paid / distributions$129.7K
Contributions
Employer$145.9K
Participant$174.8K
Full reported line items
Total assets (EOY)
$9,904,287
Total liabilities (EOY)
$0
Net assets (EOY)
$9,904,287
Employer contributions
$145,929
Participant contributions
$174,815
Total income / additions
$2,739,833
Benefits paid
$129,738
Administrative expenses
$20,063
Total expenses
$149,801
Net increase / (decrease)
$2,590,032

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015131541NAL0049566960001 cover?
It is the 2023 Form 5500 filing for Spurlock Runyan Miller & Associates Llp 401-(K) Profit Sharing Plan, reported by Spurlock Runyan Miller & Associates Llp (EIN 39-1537831).
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