2023 Form 5500 filing — Hancock Askew & Co. , Llp Employees' 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 20240930081831NAL0005316001001) for Hancock Askew & Co. , Llp Employees' Profit Sharing Plan, reported by Hancock, Askew & Co., Llp under EIN 58-0662558 and plan number 001. It reports 287 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930081831NAL0005316001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hancock, Askew & Co., Llp
- EIN
- 58-0662558
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 287
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,024,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,024,642
- Employer contributions
- $1,103,147
- Participant contributions
- $1,872,188
- Total income / additions
- $6,135,425
- Benefits paid
- $2,750,722
- Administrative expenses
- $6,076
- Total expenses
- $2,769,915
- Net increase / (decrease)
- $3,365,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Inc | OTHER | $0 | $9,758 |
| Futureplan By Ascensus | CONTRACT ADMIN | $4,241 | not reported in the loaded dataset |
| Empower Annuity Ins Co | RECORDKEEPER | $1,960 | $0 |