Hirst Applegate, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Hirst Applegate, Llp)
Plain-English plan 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, Hirst Applegate, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Hirst Applegate, Llp under EIN 26-4165569 and plan number 001. The latest loaded filing year is 2023. The filing reports 26 participants and $4,217,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hirst Applegate, Llp
- EIN
- 26-4165569
- Plan number
- 001
- Plan type
- 2
- Location
- Cheyenne, WY
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $4,217,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240925111210NAL0014228625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,217,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,217,508
- Net assets (BOY)
- $3,720,769
Income & contributions
- Employer contributions
- $47,865
- Participant contributions
- $204,105
- Total income / additions
- $856,588
Expenses & distributions
- Benefits paid
- $359,680
- Administrative expenses
- $169
- Total expenses
- $359,849
- Net increase / (decrease)
- $496,739
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.