Phelps, Jenkins, Gibson And Fowler 401(K) Profit Sharing Plan — Form 5500 plan (Phelps, Jenkins, Gibson & Fowler 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, Phelps, Jenkins, Gibson And Fowler 401(K) Profit Sharing Plan is a benefit plan reported by Phelps, Jenkins, Gibson & Fowler Llp under EIN 63-0575573 and plan number 001. The latest loaded filing year is 2023. The filing reports 33 participants and $11,122,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phelps, Jenkins, Gibson & Fowler Llp
- EIN
- 63-0575573
- Plan number
- 001
- Plan type
- 2
- Location
- Tuscaloosa, AL
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $11,122,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20241015153251NAL0014973747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,122,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,122,292
- Net assets (BOY)
- $9,166,674
Income & contributions
- Employer contributions
- $66,913
- Participant contributions
- $78,463
- Total income / additions
- $2,095,124
Expenses & distributions
- Benefits paid
- $95,597
- Administrative expenses
- $43,909
- Total expenses
- $139,506
- Net increase / (decrease)
- $1,955,618
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.