Harris, Caddell & Shanks, Pc Profit Sharing Plan — Form 5500 plan (Harris, Caddell And Shanks, P.C.)
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, Caddell & Shanks, Pc Profit Sharing Plan is a benefit plan reported by Harris, Caddell And Shanks, P.C. under EIN 63-0657406 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $8,542,226 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Harris, Caddell And Shanks, P.C.
- EIN
- 63-0657406
- Plan number
- 001
- Plan type
- 2
- Location
- Decatur, AL
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $8,542,226
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240910111506NAL0012947378001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,542,226
- Net assets (EOY)
- $8,542,226
- Net assets (BOY)
- $7,056,846
Income & contributions
- Employer contributions
- $133,961
- Participant contributions
- $3,000
- Total income / additions
- $1,564,160
Expenses & distributions
- Benefits paid
- $78,705
- Administrative expenses
- $75
- Total expenses
- $78,780
- Net increase / (decrease)
- $1,485,380
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.