2023 Form 5500 filing — Alan Plummer Associates, Inc. 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 20241122185742NAL0002009681001) for Alan Plummer Associates, Inc. Profit Sharing Plan, reported by Alan Plummer Associates, Inc. under EIN 75-1595621 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122185742NAL0002009681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alan Plummer Associates, Inc.
- EIN
- 75-1595621
- Plan number
- 001
- Location
- Fort Worth, TX
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,357,962
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,357,962
- Employer contributions
- $812,519
- Participant contributions
- $2,263,299
- Total income / additions
- $8,268,646
- Benefits paid
- $2,018,722
- Administrative expenses
- $62,313
- Total expenses
- $2,081,035
- Net increase / (decrease)
- $6,187,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner LLC | ADVISOR | $46,491 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,427 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,395 | not reported in the loaded dataset |