Hasty Pope, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Hasty Pope, 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, Hasty Pope, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Hasty Pope, Llp under EIN 26-0543565 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $4,653,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hasty Pope, Llp
- EIN
- 26-0543565
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, GA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $4,653,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I, C | 20240731115121NAL0012644931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,653,532
- Net assets (EOY)
- $4,653,532
- Net assets (BOY)
- $4,117,012
Income & contributions
- Employer contributions
- $71,038
- Participant contributions
- $146,471
- Total income / additions
- $1,066,071
Expenses & distributions
- Benefits paid
- $496,521
- Administrative expenses
- $33,030
- Total expenses
- $529,551
- Net increase / (decrease)
- $536,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockfeller Financial LLC | ADVISOR | $21,720 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,708 | not reported in the loaded dataset | 2023 |
| Ascensus | PLAN ADMINISTRATOR | $2,319 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $284 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hasty Pope, Llp
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Canton, GA
- Rockfeller Financial LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Ascensus — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation