2023 Form 5500 filing — Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust
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 20250501134603NAL0003205473001) for Naman Howell Smith & Lee, Pllc Employees Profit Sharing Plan And Trust, reported by Naman Howell Smith & Lee, Pllc under EIN 74-2004800 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501134603NAL0003205473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Naman Howell Smith & Lee, Pllc
- EIN
- 74-2004800
- Plan number
- 002
- Location
- Waco, TX
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,976,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,976,710
- Employer contributions
- $1,495,000
- Participant contributions
- $1,075,309
- Total income / additions
- $12,052,523
- Benefits paid
- $5,174,891
- Administrative expenses
- $64,473
- Total expenses
- $5,239,364
- Net increase / (decrease)
- $6,813,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Extraco Banks N.A. | ADVISOR | $45,041 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $19,432 | $0 |