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, Warren Averett Companies, LLC Profit Sharing Plan is a benefit plan reported by Warren Averett Companies, LLC under EIN 45-4084397 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,133 participants and $176,531,814 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $176,531,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $176,531,814
- Net assets (BOY)
- $147,669,096
Income & contributions
- Employer contributions
- $3,452,526
- Participant contributions
- $6,205,290
- Total contributions
- $9,781,764
- Total income / additions
- $34,927,380
Expenses & distributions
- Benefits paid
- $6,055,429
- Administrative expenses
- $9,233
- Total expenses
- $6,064,662
- Net increase / (decrease)
- $28,862,718