Hancock Askew & Co. , Llp Employees' Profit Sharing Plan — Form 5500 plan (Hancock, Askew & Co., 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, Hancock Askew & Co. , Llp Employees' Profit Sharing Plan is a benefit plan reported by Hancock, Askew & Co., Llp under EIN 58-0662558 and plan number 001. The latest loaded filing year is 2023. The filing reports 287 participants and $22,024,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hancock, Askew & Co., Llp
EIN
58-0662558
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
287
End-of-year plan assets
$22,024,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023287H, C20240930081831NAL0005316001001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,024,642
Total liabilities (EOY)
$0
Net assets (EOY)
$22,024,642
Net assets (BOY)
$18,659,132

Income & contributions

Employer contributions
$1,103,147
Participant contributions
$1,872,188
Total contributions
$3,193,365
Total income / additions
$6,135,425

Expenses & distributions

Benefits paid
$2,750,722
Administrative expenses
$6,076
Total expenses
$2,769,915
Net increase / (decrease)
$3,365,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus IncOTHER$0$9,7582023
Futureplan By AscensusCONTRACT ADMIN$4,241not reported in the loaded dataset2023
Empower Annuity Ins CoRECORDKEEPER$1,960$02023

Related Form 5500 pages