2023 Form 5500 filing — The Terry Law Firm, P. C. 401(K) Profit Sharing Plan
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 20240624081635NAL0007935152001) for The Terry Law Firm, P. C. 401(K) Profit Sharing Plan, reported by The Terry Law Firm, P.C. under EIN 62-1836766 and plan number 002. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240624081635NAL0007935152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Terry Law Firm, P.C.
- EIN
- 62-1836766
- Plan number
- 002
- Location
- Morristown, TN
- Participants
- 14
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,742,254
- Net assets (EOY)
- $3,742,254
- Employer contributions
- $185,411
- Participant contributions
- $71,050
- Total income / additions
- $906,968
- Benefits paid
- $108,907
- Total expenses
- $130,019
- Net increase / (decrease)
- $776,949
- Schedule source
- Schedule I