2023 Form 5500 filing — Pearce,Bevill,Leesburg,Moore, P.C. 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 20241219181812NAL0002944339002) for Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan, reported by Pearce, Bevill, Leesburg, Moore, Pc under EIN 63-0813240 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.7MReported net assets$38,731,323
Participants142
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241219181812NAL0002944339002
Plan sponsor
Pearce, Bevill, Leesburg, Moore, Pc
EIN
63-0813240
Plan number
001
Location
Birmingham, AL
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)$38.7M total assets
Net assets$38.7MLiabilities
Money in vs. money out
Total income / additions$7.8M
Total expenses$3.3M
Benefits paid / distributions$3.3M
Contributions
Employer$785.9K
Participant$1M
Full reported line items
Total assets (EOY)
$38,731,323
Net assets (EOY)
$38,731,323
Employer contributions
$785,882
Participant contributions
$1,027,407
Total income / additions
$7,831,748
Benefits paid
$3,253,954
Administrative expenses
$54,439
Total expenses
$3,308,393
Net increase / (decrease)
$4,523,355

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219181812NAL0002944339002 cover?
It is the 2023 Form 5500 filing for Pearce,Bevill,Leesburg,Moore, P.C. Profit Sharing Plan, reported by Pearce, Bevill, Leesburg, Moore, Pc (EIN 63-0813240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages