2023 Form 5500 filing — Henderson, Franklin, Starnes & Holt, P.A. Employee 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 20250221155612NAL0006087233001) for Henderson, Franklin, Starnes & Holt, P.A. Employee Profit Sharing Plan, reported by Henderson Franklin Starnes & Holt, P.A. under EIN 59-1237100 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250221155612NAL0006087233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Henderson Franklin Starnes & Holt, P.A.
- EIN
- 59-1237100
- Plan number
- 001
- Location
- Fort Myers, FL
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,582,950
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $34,582,920
- Employer contributions
- $694,260
- Participant contributions
- $1,414,154
- Total income / additions
- $7,261,204
- Benefits paid
- $1,193,528
- Administrative expenses
- $3,021
- Total expenses
- $1,196,549
- Net increase / (decrease)
- $6,064,655
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,100 | $0 |