Harris, Creech, Ward & Blackerby, P.A. Retirement Plan — Form 5500 plan (Harris, Creech, Ward & Blackerby, P.A.)
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, Harris, Creech, Ward & Blackerby, P.A. Retirement Plan is a benefit plan reported by Harris, Creech, Ward & Blackerby, P.A. under EIN 56-1758896 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $14,165,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harris, Creech, Ward & Blackerby, P.A.
- EIN
- 56-1758896
- Plan number
- 001
- Plan type
- 2
- Location
- New Bern, NC
- Latest filing year
- 2023
- Participants
- 25
- End-of-year plan assets
- $14,165,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 25 | I | 20241009140048NAL0032966928001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,165,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,165,781
- Net assets (BOY)
- $14,405,962
Income & contributions
- Employer contributions
- $181,475
- Participant contributions
- $9,354
- Total income / additions
- $2,425,687
Expenses & distributions
- Benefits paid
- $2,651,635
- Administrative expenses
- $14,233
- Total expenses
- $2,665,868
- Net increase / (decrease)
- -$240,181
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.