Plan5500

Pattillo, Brown & Hill, Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Pattillo, Brown & Hill, L.L.P.)

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, Pattillo, Brown & Hill, Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Pattillo, Brown & Hill, L.L.P. under EIN 74-1130599 and plan number 002. The latest loaded filing year is 2023. The filing reports 186 participants and $11,490,217 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pattillo, Brown & Hill, L.L.P.
EIN
74-1130599
Plan number
002
Plan type
2
Location
Waco, TX
Latest filing year
2023
Participants
186
End-of-year plan assets
$11,490,217

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014095442NAL0045533760001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,490,217
Total liabilities (EOY)
$0
Net assets (EOY)
$11,490,217
Net assets (BOY)
$10,176,198

Income & contributions

Employer contributions
$224,684
Participant contributions
$699,745
Total contributions
$1,024,336
Total income / additions
$2,593,233

Expenses & distributions

Benefits paid
$1,241,309
Administrative expenses
$37,905
Total expenses
$1,279,214
Net increase / (decrease)
$1,314,019

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Investors Brokerage Of Texas, Ltd.NONE$35,355not reported in the loaded dataset2023
Pattillo, Brown & Hill, LlpEMPLOYER$2,550not reported in the loaded dataset2023

Related Form 5500 pages