Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(K)Plan — Form 5500 plan (Chamberlain, Hrdlicka, White, Williams & Aughtry, 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, Chamberlain, Hrdlicka, White, Williams & Aughtry Profit Sharing And 401(K)Plan is a benefit plan reported by Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C. under EIN 82-3774540 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $109,646,018 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.
- EIN
- 82-3774540
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $109,646,018
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20241011100947NAL0036613072008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,646,018
- Net assets (EOY)
- $109,646,018
- Net assets (BOY)
- $89,392,083
Income & contributions
- Employer contributions
- $2,366,790
- Participant contributions
- $3,051,679
- Total contributions
- $6,103,857
- Total income / additions
- $24,526,749
Expenses & distributions
- Benefits paid
- $4,272,814
- Total expenses
- $4,272,814
- Net increase / (decrease)
- $20,253,935
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Corient Private Wealth LLC | NONE | $29,448 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $14,755 | not reported in the loaded dataset | 2023 |
| Diversified Trust Company Inc | NONE | $10,005 | not reported in the loaded dataset | 2023 |
| Wiseowl Capital LLC | NONE | $9,954 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $688 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chamberlain, Hrdlicka, White, Williams & Aughtry, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Corient Private Wealth LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Diversified Trust Company Inc — Schedule C compensation
- Wiseowl Capital LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation