Plan5500

Page Southerland Page, Inc. Employee Stock Ownership Plan — Form 5500 plan (Page Southerland Page, Inc.)

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, Page Southerland Page, Inc. Employee Stock Ownership Plan is a benefit plan reported by Page Southerland Page, Inc. under EIN 46-4258046 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,399 participants and $9,872,197 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Page Southerland Page, Inc.
EIN
46-4258046
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,399
End-of-year plan assets
$9,872,197

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,399H, C20241015110311NAL0028142145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,872,197
Total liabilities (EOY)
$977,256
Net assets (EOY)
$8,894,941
Net assets (BOY)
$6,727,603

Income & contributions

Employer contributions
$250,000
Total contributions
$250,000
Total income / additions
$2,547,190

Expenses & distributions

Benefits paid
$241,589
Administrative expenses
$138,263
Total expenses
$379,852
Net increase / (decrease)
$2,167,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Issacks & AssociatesNONE$39,375not reported in the loaded dataset2023
Menke & AssociatesNONE$36,159not reported in the loaded dataset2023
Huselton, Morgan & MaultsbyNONE$33,350not reported in the loaded dataset2023
J.P. MorganNONE$24,719not reported in the loaded dataset2023

Related Form 5500 pages