Hinkle Shanor Llp Salary Savings Plan And Trust — Form 5500 plan (Hinkle Shanor 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, Hinkle Shanor Llp Salary Savings Plan And Trust is a benefit plan reported by Hinkle Shanor Llp under EIN 85-0209352 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $40,353,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hinkle Shanor Llp
- EIN
- 85-0209352
- Plan number
- 002
- Plan type
- 2
- Location
- Roswell, NM
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $40,353,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | I | 20240722153548NAL0005994675001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $40,353,858
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,353,858
- Net assets (BOY)
- $40,498,374
Income & contributions
- Employer contributions
- $1,050,000
- Participant contributions
- $847,980
- Total income / additions
- $7,212,869
Expenses & distributions
- Benefits paid
- $7,335,804
- Administrative expenses
- $21,581
- Total expenses
- $7,357,385
- Net increase / (decrease)
- -$144,516
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.