How many benefit plans does Ward And Smith, P.A. report on Form 5500?

Ward And Smith, P.A. (EIN 56-1034724) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ward And Smith, P.A.?

The Employer Identification Number (EIN) reported for Ward And Smith, P.A. is 56-1034724.

What is the latest Form 5500 filing year for Ward And Smith, P.A.?

The latest loaded Form 5500 filing year for Ward And Smith, P.A. is 2023.

Ward And Smith, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ward And Smith, P.A. (EIN 56-1034724) is a plan sponsor located in New Bern, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-1034724
Location: New Bern, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $102,206,768
Total reported liabilities (EOY): $31,279
Total reported net assets (EOY): $102,175,489

Contributions & income

Employer contributions: $4,273,264
Participant contributions: $1,106,808
Total income / additions: $19,230,781

Expenses & distributions

Benefits paid / distributions: $1,870,263
Total expenses: $2,078,105
Net increase / (decrease): $17,152,676

Coverage

Total reported participants: 566
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ward And Smith, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ward And Smith, P.A. 401(K) And Profit Sharing Plan	001	330	$102,206,768	2023
Ward And Smith, Pa Welfare Benefits Plan	504	236	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ward And Smith, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Ward And Smith, Pa Welfare Benefits Plan	236	—	20240709163646NAL0015837025001
2023	Ward And Smith, P.A. 401(K) And Profit Sharing Plan	330	H, C	20241105073331NAL0005186883001