Daniel Coker Horton & Bell, P.A. Profit Sharing 401(K) Plan — Form 5500 plan (Daniel Coker Horton & Bell 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, Daniel Coker Horton & Bell, P.A. Profit Sharing 401(K) Plan is a benefit plan reported by Daniel Coker Horton & Bell P.A. under EIN 64-0653454 and plan number 001. The latest loaded filing year is 2023. The filing reports 92 participants and $36,999,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Daniel Coker Horton & Bell P.A.
- EIN
- 64-0653454
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $36,999,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20241014093000NAL0043993120001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $36,999,183
- Net assets (EOY)
- $36,999,183
- Net assets (BOY)
- $32,422,408
Income & contributions
- Employer contributions
- $486,977
- Participant contributions
- $383,489
- Total income / additions
- $5,515,586
Expenses & distributions
- Benefits paid
- $922,367
- Administrative expenses
- $16,444
- Total expenses
- $938,811
- Net increase / (decrease)
- $4,576,775
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.