2023 Form 5500 filing — Phelps, Jenkins, Gibson And Fowler 401(K) 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 20241015153251NAL0014973747001) for Phelps, Jenkins, Gibson And Fowler 401(K) Profit Sharing Plan, reported by Phelps, Jenkins, Gibson & Fowler Llp under EIN 63-0575573 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015153251NAL0014973747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phelps, Jenkins, Gibson & Fowler Llp
- EIN
- 63-0575573
- Plan number
- 001
- Location
- Tuscaloosa, AL
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,122,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,122,292
- Employer contributions
- $66,913
- Participant contributions
- $78,463
- Total income / additions
- $2,095,124
- Benefits paid
- $95,597
- Administrative expenses
- $43,909
- Total expenses
- $139,506
- Net increase / (decrease)
- $1,955,618
- Schedule source
- Schedule I