Young, Thagard, Hoffman, Llp Profit Sharing Plan — Form 5500 plan (Young Thagard Hoffman, 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, Young, Thagard, Hoffman, Llp Profit Sharing Plan is a benefit plan reported by Young Thagard Hoffman, Llp under EIN 58-0898982 and plan number 001. The latest loaded filing year is 2023. The filing reports 30 participants and $10,168,491 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Young Thagard Hoffman, Llp
EIN
58-0898982
Plan number
001
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
30
End-of-year plan assets
$10,168,491

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202330I20241106100749NAL0005252659001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$10,168,491
Net assets (EOY)
$10,168,491
Net assets (BOY)
$9,114,831

Income & contributions

Employer contributions
$507,975
Participant contributions
$0
Total income / additions
$1,405,271

Expenses & distributions

Benefits paid
$253,063
Administrative expenses
$98,548
Total expenses
$351,611
Net increase / (decrease)
$1,053,660

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages