Fenley & Bate Llp 401(K) Plan — Form 5500 plan (Fenley & Bate 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, Fenley & Bate Llp 401(K) Plan is a benefit plan reported by Fenley & Bate Llp under EIN 75-1732129 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $2,106,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenley & Bate Llp
- EIN
- 75-1732129
- Plan number
- 001
- Plan type
- 2
- Location
- Lufkin, TX
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $2,106,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241001171506NAL0012267344001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,106,419
- Net assets (EOY)
- $2,106,419
- Net assets (BOY)
- $1,795,002
Income & contributions
- Employer contributions
- $22,360
- Participant contributions
- $24,920
- Total income / additions
- $335,302
Expenses & distributions
- Benefits paid
- $23,885
- Total expenses
- $23,885
- Net increase / (decrease)
- $311,417
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.