Horne Llp Puerto Rico Employees 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 Puerto Rico Employees Profit Sharing Plan is a benefit plan reported by Horne Llp under EIN 20-1941244 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $4,840,872 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Horne Llp
- EIN
- 20-1941244
- Plan number
- 002
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $4,840,872
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241015110531NAL0014453043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,840,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,840,872
- Net assets (BOY)
- $3,073,140
Income & contributions
- Employer contributions
- $516,830
- Participant contributions
- $677,162
- Total contributions
- $1,301,996
- Total income / additions
- $1,868,299
Expenses & distributions
- Benefits paid
- $50,868
- Administrative expenses
- $49,699
- Total expenses
- $100,567
- Net increase / (decrease)
- $1,767,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Finanxial Corp | N/A | $29,279 | not reported in the loaded dataset | 2023 |
| Benefit Plans Admin Services, Inc. | N/A | $15,434 | $0 | 2023 |
| Bpas Trust Company Of Puerto Rico | N/A | $4,897 | not reported in the loaded dataset | 2023 |