Horne Llp Profit Sharing Plan — Form 5500 plan (Horne Llp)

Plain-English plan 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, Horne Llp Profit Sharing Plan is a benefit plan reported by Horne Llp under EIN 20-1941244 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,659 participants and $102,891,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Horne Llp
EIN
20-1941244
Plan number
001
Plan type
2
Location
Ridgeland, MS
Latest filing year
2023
Participants
2,659
End-of-year plan assets
$102,891,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,659H, C20241015114957NAL0014526819001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,891,747
Total liabilities (EOY)
$0
Net assets (EOY)
$102,891,747
Net assets (BOY)
$81,446,948

Income & contributions

Employer contributions
$6,480,217
Participant contributions
$7,607,008
Total contributions
$14,313,712
Total income / additions
$28,168,742

Expenses & distributions

Benefits paid
$6,427,907
Administrative expenses
$296,036
Total expenses
$6,723,943
Net increase / (decrease)
$21,444,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bam Advisor Services, LLCNONE$175,000not reported in the loaded dataset2023
American Trust CompanyNONE$120,651not reported in the loaded dataset2023

Related Form 5500 pages