2023 Form 5500 filing — Youngwilliams P.C. 401(K) Profit Sharing 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 20241014151751NAL0045059232001) for Youngwilliams P.C. 401(K) Profit Sharing Plan, reported by Youngwilliams, P.C. under EIN 64-0847009 and plan number 001. It reports 1,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$17.2MReported net assets$17,219,422
Participants1.4K1,367
Provider compensation$94.7K3 Schedule C row(s)$94,742
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014151751NAL0045059232001
- Plan sponsor
- Youngwilliams, P.C.
- EIN
- 64-0847009
- Plan number
- 001
- Location
- Ridgeland, MS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$17.2M total assets
Net assets$17.2MLiabilities$6.2K
Full reported line items
- Total assets (EOY)
- $17,225,663
- Total liabilities (EOY)
- $6,241
- Net assets (EOY)
- $17,219,422
- Employer contributions
- $388,748
- Participant contributions
- $1,142,307
- Total income / additions
- $3,995,589
- Benefits paid
- $1,388,730
- Administrative expenses
- $74,046
- Total expenses
- $1,485,201
- Net increase / (decrease)
- $2,510,388
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $49,046 | $15,066 |
| Gallagher Fiduciary Advisors, LLC | NONE | $24,999 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,631 |