2023 Form 5500 filing — Witherite Law Group, Pllc 401(K) 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 20250314092257NAL0011762803001) for Witherite Law Group, Pllc 401(K) Plan, reported by Witherite Law Group, Pllc under EIN 75-2953673 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314092257NAL0011762803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Witherite Law Group, Pllc
- EIN
- 75-2953673
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,964,368
- Total liabilities (EOY)
- $219
- Net assets (EOY)
- $13,964,149
- Employer contributions
- $1,343,486
- Participant contributions
- $1,186,334
- Total income / additions
- $4,950,012
- Benefits paid
- $1,202,139
- Administrative expenses
- $94,403
- Total expenses
- $1,296,542
- Net increase / (decrease)
- $3,653,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Level Four Advisory Services LLC | INVESTMENT ADVSIOR | $54,001 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $40,402 | not reported in the loaded dataset |