Holmes & Yates Law, Pllc Emp. Ret. Pl. Tr. — Form 5500 plan (Holmes And Yates, Law, Pllc)
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, Holmes & Yates Law, Pllc Emp. Ret. Pl. Tr. is a benefit plan reported by Holmes And Yates, Law, Pllc under EIN 80-0711821 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $547,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holmes And Yates, Law, Pllc
- EIN
- 80-0711821
- Plan number
- 001
- Plan type
- 2
- Location
- Ponca City, OK
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $547,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240216070006NAL0001640482001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $547,194
- Net assets (EOY)
- $547,194
- Net assets (BOY)
- $433,814
Income & contributions
- Employer contributions
- $18,131
- Participant contributions
- $47,300
- Total income / additions
- $113,380
Expenses & distributions
- Net increase / (decrease)
- $113,380
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.