2023 Form 5500 filing — Ward And Smith, P.A. 401(K) And 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 20241105073331NAL0005186883001) for Ward And Smith, P.A. 401(K) And Profit Sharing Plan, reported by Ward And Smith, P.A. under EIN 56-1034724 and plan number 001. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105073331NAL0005186883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ward And Smith, P.A.
- EIN
- 56-1034724
- Plan number
- 001
- Location
- New Bern, NC
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,206,768
- Total liabilities (EOY)
- $31,279
- Net assets (EOY)
- $102,175,489
- Employer contributions
- $4,273,264
- Participant contributions
- $1,106,808
- Total income / additions
- $19,230,781
- Benefits paid
- $1,870,263
- Administrative expenses
- $138,991
- Total expenses
- $2,078,105
- Net increase / (decrease)
- $17,152,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $73,319 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $62,014 | not reported in the loaded dataset |