2023 Form 5500 filing — Holcomb Law Group Profit Sharing Plan & Trust

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 20241008073514NAL0017235041001) for Holcomb Law Group Profit Sharing Plan & Trust, reported by Holcomb, Watts, Best, Masters & Golmon, P.A. under EIN 64-0479671 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,143,090
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008073514NAL0017235041001
Plan sponsor
Holcomb, Watts, Best, Masters & Golmon, P.A.
EIN
64-0479671
Plan number
001
Location
Oxford, MS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$744.2K
Total expenses$500K
Benefits paid / distributions$473K
Contributions
Employer$46.5K
Participant$119.2K
Full reported line items
Total assets (EOY)
$4,143,090
Net assets (EOY)
$4,143,090
Employer contributions
$46,465
Participant contributions
$119,198
Total income / additions
$744,219
Benefits paid
$473,040
Administrative expenses
$21,593
Total expenses
$499,988
Net increase / (decrease)
$244,231

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008073514NAL0017235041001 cover?
It is the 2023 Form 5500 filing for Holcomb Law Group Profit Sharing Plan & Trust, reported by Holcomb, Watts, Best, Masters & Golmon, P.A. (EIN 64-0479671).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages