2023 Form 5500 filing — Wesson & Mothershed Management Company, LLC Psp

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 20241011094242NAL0012337715001) for Wesson & Mothershed Management Company, LLC Psp, reported by Wesson & Mothershed Management Co., LLC under EIN 64-0925927 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241011094242NAL0012337715001
Filing year
2023
Form type
2
Plan sponsor
Wesson & Mothershed Management Co., LLC
EIN
64-0925927
Plan number
001
Location
Tupelo, MS
Participants
62
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,703,969
Net assets (EOY)
$11,703,969
Employer contributions
$325,492
Participant contributions
$190,014
Total income / additions
$1,970,415
Benefits paid
$277,667
Administrative expenses
$59,034
Total expenses
$337,158
Net increase / (decrease)
$1,633,257
Schedule source
Schedule I

Related Form 5500 pages