2023 Form 5500 filing — Holmes & Yates Law, Pllc Emp. Ret. Pl. Tr.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240216070006NAL0001640482001) for Holmes & Yates Law, Pllc Emp. Ret. Pl. Tr., reported by Holmes And Yates, Law, Pllc under EIN 80-0711821 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240216070006NAL0001640482001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Holmes And Yates, Law, Pllc
- EIN
- 80-0711821
- Plan number
- 001
- Location
- Ponca City, OK
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $547,194
- Net assets (EOY)
- $547,194
- Employer contributions
- $18,131
- Participant contributions
- $47,300
- Total income / additions
- $113,380
- Net increase / (decrease)
- $113,380
- Schedule source
- Schedule I