2023 Form 5500 filing — Cathy E Bennett & Assoc., Inc. 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 20241008101510NAL0028325024002) for Cathy E Bennett & Assoc., Inc. Profit Sharing Plan & Trust, reported by Cathy E. Bennett & Assoc., Inc. under EIN 76-0125433 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008101510NAL0028325024002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cathy E. Bennett & Assoc., Inc.
- EIN
- 76-0125433
- Plan number
- 002
- Location
- Highland Village, TX
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,239,920
- Net assets (EOY)
- $2,239,920
- Employer contributions
- $146,520
- Total income / additions
- $199,274
- Net increase / (decrease)
- $199,274
- Schedule source
- Schedule I