Messer Potts & Messer Pc — 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, Messer Potts & Messer Pc (EIN 74-2093265) is a plan sponsor located in Belton, 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
74-2093265
Location
Belton, TX
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.6MSummed across loaded plans$8,571,765
Total reported assets$8.6M$8,571,765
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$8.6M total assets
Net assets$8.6MLiabilities
Contributions & income
Employer contributions$6K
Participant contributionsNot reported
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$100K
Total expenses$136.8K
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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

Messer Potts & Messer Pc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust0024$8,571,7652023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Messer Potts & Messer Pc
YearPlanParticipantsSchedulesFiling
2023Messer, Potts, & Messer, Inc. Employees Profit Sharing Plan & Trust4I20241009091524NAL0010466915004

Related Form 5500 pages