2023 Form 5500 filing — Horne Llp 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 20241015114957NAL0014526819001) for Horne Llp Profit Sharing Plan, reported by Horne Llp under EIN 20-1941244 and plan number 001. It reports 2,659 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114957NAL0014526819001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Horne Llp
- EIN
- 20-1941244
- Plan number
- 001
- Location
- Ridgeland, MS
- Participants
- 2,659
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,891,747
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,891,747
- Employer contributions
- $6,480,217
- Participant contributions
- $7,607,008
- Total income / additions
- $28,168,742
- Benefits paid
- $6,427,907
- Administrative expenses
- $296,036
- Total expenses
- $6,723,943
- Net increase / (decrease)
- $21,444,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bam Advisor Services, LLC | NONE | $175,000 | not reported in the loaded dataset |
| American Trust Company | NONE | $120,651 | not reported in the loaded dataset |