2023 Form 5500 filing — Cantey Hanger 401(K) 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 20241009101034NAL0018992161001) for Cantey Hanger 401(K) Plan, reported by Cantey Hanger Llp under EIN 75-0756050 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009101034NAL0018992161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cantey Hanger Llp
- EIN
- 75-0756050
- Plan number
- 002
- Location
- Fort Worth, TX
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,264,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,264,056
- Employer contributions
- $218,793
- Participant contributions
- $524,267
- Total income / additions
- $4,276,827
- Benefits paid
- $3,751,731
- Administrative expenses
- $29,052
- Total expenses
- $3,780,962
- Net increase / (decrease)
- $495,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Whitley Penn, Llp | ACCOUNTANT | $21,115 | $0 |
| Adp, Inc. | RECORD KEEPER | $7,937 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |