2023 Form 5500 filing — Williams Parker Employee 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 20250103071211NAL0005531280001) for Williams Parker Employee Savings Plan, reported by Williams, Parker, Harrison, Dietz & Getzen, Pllc under EIN 20-2953387 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103071211NAL0005531280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams, Parker, Harrison, Dietz & Getzen, Pllc
- EIN
- 20-2953387
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,767,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,767,499
- Employer contributions
- $1,170,663
- Participant contributions
- $1,331,132
- Total income / additions
- $9,702,431
- Benefits paid
- $1,218,252
- Administrative expenses
- $98,901
- Total expenses
- $1,317,153
- Net increase / (decrease)
- $8,385,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,019 | not reported in the loaded dataset |
| Bks Retirement Services | PLAN SPONSOR | $34,579 | not reported in the loaded dataset |
| Cs&L Cpas | PLAN SPONSOR | $18,130 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,173 | not reported in the loaded dataset |