Who sponsors the Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?

Conley Rose, P.C. Savings & Profit Sharing Plan For Associates is reported as sponsored by Conley Rose, P.C. (EIN 76-0332926, plan number 003) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?

The latest Form 5500 filing year loaded for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates is 2023.

How many participants does Conley Rose, P.C. Savings & Profit Sharing Plan For Associates report?

Conley Rose, P.C. Savings & Profit Sharing Plan For Associates reports 39 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?

Conley Rose, P.C. Savings & Profit Sharing Plan For Associates reports $7,821,282 in end-of-year plan assets in its latest loaded Form 5500 filing.

Conley Rose, P.C. Savings & Profit Sharing Plan For Associates — Form 5500 plan (Conley Rose, P.C.)

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, Conley Rose, P.C. Savings & Profit Sharing Plan For Associates is a benefit plan reported by Conley Rose, P.C. under EIN 76-0332926 and plan number 003. The latest loaded filing year is 2023. The filing reports 39 participants and $7,821,282 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.8MPlan net assets, end of year$7,821,282

Participants39Covered participants reported

Assets / participant$200.5KComputed: assets ÷ participants$200,546 (computed)

Provider compensationNone reported

Plan sponsor: Conley Rose, P.C.
EIN: 76-0332926
Plan number: 003
Plan type: 2
Location: Houston, TX
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
39 participants · 2Sch I
View filing →

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)$7.8M total assets

Net assets$7.8MLiabilities$0

Money in vs. money out

Total income / additions$1.9M

Total expenses$377.5K

Benefits paid / distributions$368.7K

Contributions

Employer$169.2K

Participant$330.1K

Full reported line items

Net assets

Total assets (EOY): $7,821,282
Total liabilities (EOY): $0
Net assets (EOY): $7,821,282
Net assets (BOY): $6,859,703

Income & contributions

Employer contributions: $169,157
Participant contributions: $330,058
Total income / additions: $1,861,097

Expenses & distributions

Benefits paid: $368,748
Administrative expenses: $8,775
Total expenses: $377,523
Net increase / (decrease): $1,483,574

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

34%66%

Employer 34%Participant 66%

Total expenses ÷ net assets5%Computed ratio

Benefits paid ÷ total income20%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?: Conley Rose, P.C. Savings & Profit Sharing Plan For Associates is reported as sponsored by Conley Rose, P.C. (EIN 76-0332926, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?: The latest Form 5500 filing year loaded for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates is 2023.
How many participants does Conley Rose, P.C. Savings & Profit Sharing Plan For Associates report?: Conley Rose, P.C. Savings & Profit Sharing Plan For Associates reports 39 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Conley Rose, P.C. Savings & Profit Sharing Plan For Associates?: Conley Rose, P.C. Savings & Profit Sharing Plan For Associates reports $7,821,282 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.