2023 Form 5500 filing — Touma Watson Whaling & Coury, P.C. 401k 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 20240723095323NAL0011528977003) for Touma Watson Whaling & Coury, P.C. 401k Plan, reported by Touma Watson Whaling & Coury, P.C. under EIN 38-2894221 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240723095323NAL0011528977003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Touma Watson Whaling & Coury, P.C.
- EIN
- 38-2894221
- Plan number
- 001
- Location
- Port Huron, MI
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,705,355
- Net assets (EOY)
- $5,705,355
- Participant contributions
- $108,165
- Total income / additions
- $1,044,013
- Benefits paid
- $119,832
- Administrative expenses
- $6,600
- Total expenses
- $126,432
- Net increase / (decrease)
- $917,581
- Schedule source
- Schedule I