Becker Chambers And Co., P.A. Profit Sharing Plan Formerly Smith Cook And Co.,P.A. Profit Sharing — Form 5500 plan (Becker Chambers And Co.,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, Becker Chambers And Co., P.A. Profit Sharing Plan Formerly Smith Cook And Co.,P.A. Profit Sharing is a benefit plan reported by Becker Chambers And Co.,P.A. under EIN 82-0437743 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $2,090,844 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Becker Chambers And Co.,P.A.
EIN
82-0437743
Plan number
001
Plan type
2
Location
Hailey, ID
Latest filing year
2023
Participants
7
End-of-year plan assets
$2,090,844

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237I20240722173006NAL0018223232001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,090,844
Total liabilities (EOY)
$2,301
Net assets (EOY)
$2,088,543
Net assets (BOY)
$1,773,529

Income & contributions

Employer contributions
$15,699
Participant contributions
$65,066
Total income / additions
$372,174

Expenses & distributions

Benefits paid
$45,465
Administrative expenses
$11,664
Total expenses
$57,160
Net increase / (decrease)
$315,014

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages