Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust — Form 5500 plan (Cathy E. Bennett & Assoc., 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, Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust is a benefit plan reported by Cathy E. Bennett & Assoc., Inc. under EIN 76-0125433 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $2,239,920 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.2MPlan net assets, end of year$2,239,920
Participants7Covered participants reported
Assets / participant$320KComputed: assets ÷ participants$319,989 (computed)
Provider compensationNone reported
- Plan sponsor
- Cathy E. Bennett & Assoc., Inc.
- EIN
- 76-0125433
- Plan number
- 002
- Plan type
- 2
- Location
- Highland Village, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241008101510NAL0028325024002 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $2,239,920
- Net assets (EOY)
- $2,239,920
- Net assets (BOY)
- $2,040,646
Income & contributions
- Employer contributions
- $146,520
- Total income / additions
- $199,274
Expenses & distributions
- Net increase / (decrease)
- $199,274
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.