2023 Form 5500 filing — Hasty Pope, Llp 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 20240731115121NAL0012644931001) for Hasty Pope, Llp 401(K) Profit Sharing Plan, reported by Hasty Pope, Llp under EIN 26-0543565 and plan number 001. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731115121NAL0012644931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hasty Pope, Llp
- EIN
- 26-0543565
- Plan number
- 001
- Location
- Canton, GA
- Participants
- 19
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,653,532
- Net assets (EOY)
- $4,653,532
- Employer contributions
- $71,038
- Participant contributions
- $146,471
- Total income / additions
- $1,066,071
- Benefits paid
- $496,521
- Administrative expenses
- $33,030
- Total expenses
- $529,551
- Net increase / (decrease)
- $536,520
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockfeller Financial LLC | ADVISOR | $21,720 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $8,708 | not reported in the loaded dataset |
| Ascensus | PLAN ADMINISTRATOR | $2,319 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $284 | not reported in the loaded dataset |