The Terry Law Firm, P. C. 401(K) Profit Sharing Plan — Form 5500 plan (The Terry Law Firm, P.C.)
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, The Terry Law Firm, P. C. 401(K) Profit Sharing Plan is a benefit plan reported by The Terry Law Firm, P.C. under EIN 62-1836766 and plan number 002. The latest loaded filing year is 2023. The filing reports 14 participants and $3,742,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Terry Law Firm, P.C.
- EIN
- 62-1836766
- Plan number
- 002
- Plan type
- 2
- Location
- Morristown, TN
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $3,742,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240624081635NAL0007935152001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,742,254
- Net assets (EOY)
- $3,742,254
- Net assets (BOY)
- $2,965,305
Income & contributions
- Employer contributions
- $185,411
- Participant contributions
- $71,050
- Total income / additions
- $906,968
Expenses & distributions
- Benefits paid
- $108,907
- Total expenses
- $130,019
- Net increase / (decrease)
- $776,949
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.