2023 Form 5500 filing — Willeford Group Cpa, Pc Profit Sharing 401(K) Plan
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 20240715110117NAL0000789459001) for Willeford Group Cpa, Pc Profit Sharing 401(K) Plan, reported by Willeford Group Cpa, Pc under EIN 58-1400839 and plan number 002. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240715110117NAL0000789459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willeford Group Cpa, Pc
- EIN
- 58-1400839
- Plan number
- 002
- Location
- Smyrna, GA
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,113,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,113,217
- Employer contributions
- $87,047
- Participant contributions
- $60,239
- Total income / additions
- $251,671
- Total expenses
- $0
- Net increase / (decrease)
- $251,671
- Schedule source
- Schedule I