2023 Form 5500 filing — Waller Lansden Dortch & Davis 401(K) Retirement Plan Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240410153121NAL0044042946001) for Waller Lansden Dortch & Davis 401(K) Retirement Plan Ii, reported by Waller Lansden Dortch & Davis under EIN 62-0479474 and plan number 004. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240410153121NAL0044042946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waller Lansden Dortch & Davis
- EIN
- 62-0479474
- Plan number
- 004
- Location
- Nashville, TN
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $43,593
- Total income / additions
- $466,214
- Benefits paid
- $977,809
- Administrative expenses
- $16,066
- Total expenses
- $993,875
- Net increase / (decrease)
- -$527,661
- Schedule source
- Schedule I