Plan5500

Alan Plummer Associates, Inc. Profit Sharing Plan — Form 5500 plan (Alan Plummer Associates, Inc.)

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, Alan Plummer Associates, Inc. Profit Sharing Plan is a benefit plan reported by Alan Plummer Associates, Inc. under EIN 75-1595621 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $28,357,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alan Plummer Associates, Inc.
EIN
75-1595621
Plan number
001
Plan type
2
Location
Fort Worth, TX
Latest filing year
2023
Participants
233
End-of-year plan assets
$28,357,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241122185742NAL0002009681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,357,962
Total liabilities (EOY)
$0
Net assets (EOY)
$28,357,962
Net assets (BOY)
$22,170,351

Income & contributions

Employer contributions
$812,519
Participant contributions
$2,263,299
Total contributions
$3,417,164
Total income / additions
$8,268,646

Expenses & distributions

Benefits paid
$2,018,722
Administrative expenses
$62,313
Total expenses
$2,081,035
Net increase / (decrease)
$6,187,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mariner LLCADVISOR$46,491not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$8,427not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$7,395not reported in the loaded dataset2023

Related Form 5500 pages