Ward, Murray, Pace & Johnson, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Ward, Murray, Pace & Johnson, P.C.)
Plain-English plan 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, Ward, Murray, Pace & Johnson, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Ward, Murray, Pace & Johnson, P.C. under EIN 36-3282240 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $5,446,350 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ward, Murray, Pace & Johnson, P.C.
- EIN
- 36-3282240
- Plan number
- 002
- Plan type
- 2
- Location
- Sterling, IL
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $5,446,350
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240711080417NAL0010187283001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,446,350
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,446,350
- Net assets (BOY)
- $6,316,283
Income & contributions
- Employer contributions
- $194,420
- Participant contributions
- $184,895
- Total income / additions
- $1,328,882
Expenses & distributions
- Benefits paid
- $2,196,179
- Administrative expenses
- $2,636
- Total expenses
- $2,198,815
- Net increase / (decrease)
- -$869,933
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.