Cantey Hanger 401(K) Plan — Form 5500 plan (Cantey Hanger Llp)
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, Cantey Hanger 401(K) Plan is a benefit plan reported by Cantey Hanger Llp under EIN 75-0756050 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $26,264,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cantey Hanger Llp
- EIN
- 75-0756050
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $26,264,056
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241009101034NAL0018992161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,264,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,264,056
- Net assets (BOY)
- $25,768,191
Income & contributions
- Employer contributions
- $218,793
- Participant contributions
- $524,267
- Total contributions
- $762,840
- Total income / additions
- $4,276,827
Expenses & distributions
- Benefits paid
- $3,751,731
- Administrative expenses
- $29,052
- Total expenses
- $3,780,962
- Net increase / (decrease)
- $495,865
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Whitley Penn, Llp | ACCOUNTANT | $21,115 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $7,937 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cantey Hanger Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Fort Worth, TX
- Whitley Penn, Llp — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation