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, Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust is a benefit plan reported by Naman Howell Smith & Lee, Pllc under EIN 74-2004800 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $46,976,710 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,976,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,976,710
- Net assets (BOY)
- $40,163,551
Income & contributions
- Employer contributions
- $1,495,000
- Participant contributions
- $1,075,309
- Total contributions
- $2,598,889
- Total income / additions
- $12,052,523
Expenses & distributions
- Benefits paid
- $5,174,891
- Administrative expenses
- $64,473
- Total expenses
- $5,239,364
- Net increase / (decrease)
- $6,813,159