Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust — Form 5500 plan (Messer Potts & Messer Pc)
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, Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust is a benefit plan reported by Messer Potts & Messer Pc under EIN 74-2093265 and plan number 002. The latest loaded filing year is 2023. The filing reports 4 participants and $8,571,765 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Messer Potts & Messer Pc
- EIN
- 74-2093265
- Plan number
- 002
- Plan type
- 2
- Location
- Belton, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241009091524NAL0010466915004 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,571,765
- Net assets (EOY)
- $8,571,765
- Net assets (BOY)
- $7,071,356
Income & contributions
- Employer contributions
- $6,000
- Total income / additions
- $1,637,213
Expenses & distributions
- Benefits paid
- $100,000
- Administrative expenses
- $36,804
- Total expenses
- $136,804
- Net increase / (decrease)
- $1,500,409
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.