Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan — Form 5500 plan (Henderson Franklin Starnes & Holt, P.A.)

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, Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan is a benefit plan reported by Henderson Franklin Starnes & Holt, P.A. under EIN 59-1237100 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $34,582,950 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Henderson Franklin Starnes & Holt, P.A.
EIN
59-1237100
Plan number
001
Plan type
2
Location
Fort Myers, FL
Latest filing year
2023
Participants
200
End-of-year plan assets
$34,582,950

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20250221155612NAL0006087233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,582,950
Total liabilities (EOY)
$30
Net assets (EOY)
$34,582,920
Net assets (BOY)
$28,518,265

Income & contributions

Employer contributions
$694,260
Participant contributions
$1,414,154
Total contributions
$2,180,003
Total income / additions
$7,261,204

Expenses & distributions

Benefits paid
$1,193,528
Administrative expenses
$3,021
Total expenses
$1,196,549
Net increase / (decrease)
$6,064,655

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$2,100$02023

Related Form 5500 pages