2023 Form 5500 filing — Watkins, Ward & Stafford, Pllc 401(K) Salary Savings 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 20241011145912NAL0012646195001) for Watkins, Ward & Stafford, Pllc 401(K) Salary Savings Plan, reported by Watkins, Ward & Stafford, Pllc under EIN 64-0394922 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145912NAL0012646195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Watkins, Ward & Stafford, Pllc
- EIN
- 64-0394922
- Plan number
- 001
- Location
- West Point, MS
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,770,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,770,117
- Employer contributions
- $366,627
- Participant contributions
- $810,232
- Total income / additions
- $4,433,101
- Benefits paid
- $715,438
- Administrative expenses
- $95,957
- Total expenses
- $811,395
- Net increase / (decrease)
- $3,621,706
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Renasant Bank | NONE | $90,958 | $0 |
| Epic Retirement Plan Services | NONE | $2,798 | $0 |