How many benefit plans does Fee, Smith & Sharp, Llp report on Form 5500?

Fee, Smith & Sharp, Llp (EIN 68-0502076) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fee, Smith & Sharp, Llp?

The Employer Identification Number (EIN) reported for Fee, Smith & Sharp, Llp is 68-0502076.

What is the latest Form 5500 filing year for Fee, Smith & Sharp, Llp?

The latest loaded Form 5500 filing year for Fee, Smith & Sharp, Llp is 2023.

Fee, Smith & Sharp, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fee, Smith & Sharp, Llp (EIN 68-0502076) is a plan sponsor located in Dallas, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 68-0502076
Location: Dallas, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $16,654,956
Total reported net assets (EOY): $16,654,956

Contributions & income

Employer contributions: $365,071
Participant contributions: $1,164,966
Total income / additions: $4,304,230

Expenses & distributions

Benefits paid / distributions: $2,994,841
Total expenses: $3,101,691
Net increase / (decrease): $1,202,539

Coverage

Total reported participants: 327
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fee, Smith & Sharp, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Fee, Smith & Sharp, Llp 401(K) Plan	001	203	$16,654,956	2023
Fee, Smith, And Sharp Llp Wrap Plan	501	124	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fee, Smith & Sharp, Llp
Year	Plan	Participants	Schedules	Filing
2023	Fee, Smith & Sharp, Llp 401(K) Plan	203	H, C	20241014174957NAL0028019329001
2023	Fee, Smith, And Sharp Llp Wrap Plan	124	—	20250218202516NAL0002794339001