2023 Form 5500 filing — The Van Winkle Law Firm 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 20241219131557NAL0007635024001) for The Van Winkle Law Firm Profit Sharing Plan, reported by The Van Winkle Law Firm under EIN 56-1026015 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219131557NAL0007635024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Van Winkle Law Firm
- EIN
- 56-1026015
- Plan number
- 002
- Location
- Asheville, NC
- Participants
- 119
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,640,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,640,802
- Employer contributions
- $633,223
- Participant contributions
- $714,951
- Total income / additions
- $2,829,821
- Benefits paid
- $2,139,119
- Administrative expenses
- $62,121
- Total expenses
- $2,201,240
- Net increase / (decrease)
- $628,581
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Directions, LLC | NONE | $49,462 | not reported in the loaded dataset |
| Tpc Qualified Plans LLC | TPA/RK | $9,430 | not reported in the loaded dataset |