2023 Form 5500 filing — 401k Profit Sharing Plan Of Mccullough And Mccullough, Attorneys At Law

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 20241107162528NAL0010465121001) for 401k Profit Sharing Plan Of Mccullough And Mccullough, Attorneys At Law, reported by Arthur Eugene Mccullough - Mccullough And Mccullough under EIN 76-0523619 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241107162528NAL0010465121001
Filing year
2023
Form type
2
Plan sponsor
Arthur Eugene Mccullough - Mccullough And Mccullough
EIN
76-0523619
Plan number
001
Location
Harlingen, TX
Participants
12
Schedules available
Schedule I, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,294,187
Total liabilities (EOY)
$0
Net assets (EOY)
$6,294,187
Employer contributions
$113,382
Participant contributions
$47,625
Total income / additions
$1,180,035
Benefits paid
$121,307
Administrative expenses
$37,130
Total expenses
$168,221
Net increase / (decrease)
$1,011,814
Schedule source
Schedule I

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
S.R. Comapbell Properties, LLCPROPERTY MGT$15,702not reported in the loaded dataset
Frost BankCUSTODIAN$9,504not reported in the loaded dataset
Carr, Riggs & Ingram, LLCACCOUNTANT$6,195not reported in the loaded dataset

Related Form 5500 pages