Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust — Form 5500 plan (Clark, Partington, Hart, Larry, Bond & Stackhouse, 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, Clark, Partington, Hart & Hart Employees Profit Sharing Plan & Trust is a benefit plan reported by Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A under EIN 59-1564790 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $25,837,372 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clark, Partington, Hart, Larry, Bond & Stackhouse, P.A
EIN
59-1564790
Plan number
001
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
Participants
118
End-of-year plan assets
$25,837,372

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20240725094537NAL0023726272001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,837,372
Total liabilities (EOY)
$0
Net assets (EOY)
$25,837,372
Net assets (BOY)
$23,263,826

Income & contributions

Employer contributions
$897,380
Participant contributions
$525,794
Total contributions
$1,423,174
Total income / additions
$3,832,120

Expenses & distributions

Benefits paid
$1,199,416
Administrative expenses
$59,158
Total expenses
$1,258,574
Net increase / (decrease)
$2,573,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirment Insurance & AnnuityRECORDKEEPER$59,158$02023
Advus Financial Partners, LLCSERVICE PROVIDER$0$33,1942023

Related Form 5500 pages