2023 Form 5500 filing — Plaster & Wald Consulting Corp. 401(K) Profit Sharing Plan And Trust
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 20241011090311NAL0012306675001) for Plaster & Wald Consulting Corp. 401(K) Profit Sharing Plan And Trust, reported by Plaster & Wald Consulting Corp. under EIN 73-1519602 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090311NAL0012306675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Plaster & Wald Consulting Corp.
- EIN
- 73-1519602
- Plan number
- 001
- Location
- Mustang, OK
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,625,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,625,883
- Employer contributions
- $761,089
- Participant contributions
- $1,452,109
- Total income / additions
- $4,310,464
- Benefits paid
- $2,020,610
- Administrative expenses
- $66,756
- Total expenses
- $2,101,771
- Net increase / (decrease)
- $2,208,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $43,359 | not reported in the loaded dataset |
| Lbmc Pc | AUDITOR | $14,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,573 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,324 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $40 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $10 | not reported in the loaded dataset |
| Gwfs Equities Inc | NONE | $0 | $0 |