S. Brent Bahner Pllc Retirement Plan — Form 5500 plan (S Brent Bahner Pllc)
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, S. Brent Bahner Pllc Retirement Plan is a benefit plan reported by S Brent Bahner Pllc under EIN 73-1285169 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $983,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S Brent Bahner Pllc
- EIN
- 73-1285169
- Plan number
- 001
- Plan type
- 2
- Location
- Ardmore, OK
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $983,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240725122713NAL0024037888001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $983,063
- Net assets (EOY)
- $983,063
- Net assets (BOY)
- $918,811
Income & contributions
- Employer contributions
- $6,860
- Total income / additions
- $141,743
Expenses & distributions
- Benefits paid
- $70,000
- Administrative expenses
- $7,491
- Total expenses
- $77,491
- Net increase / (decrease)
- $64,252
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.