Watt, Tieder, Hoffar & Fitzgerald, Llp Profit Sharing 401(K) Plan — Form 5500 plan (Watt, Tieder, Hoffar & Fitzgerald, Llp)
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, Watt, Tieder, Hoffar & Fitzgerald, Llp Profit Sharing 401(K) Plan is a benefit plan reported by Watt, Tieder, Hoffar & Fitzgerald, Llp under EIN 54-1065705 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $41,049,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watt, Tieder, Hoffar & Fitzgerald, Llp
- EIN
- 54-1065705
- Plan number
- 001
- Plan type
- 2
- Location
- Mclean, VA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $41,049,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241011104950NAL0021704433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,049,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,049,402
- Net assets (BOY)
- $33,611,042
Income & contributions
- Employer contributions
- $303,585
- Participant contributions
- $1,381,939
- Total contributions
- $1,688,041
- Total income / additions
- $7,664,253
Expenses & distributions
- Benefits paid
- $179,244
- Administrative expenses
- $46,649
- Total expenses
- $225,893
- Net increase / (decrease)
- $7,438,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hunter Michael Investment Advisors | NONE | $39,858 | $7,274 | 2023 |
| Newport Group | NONE | $6,792 | $27,003 | 2023 |
| Actuarial Consulting Group | NONE | $0 | $26,881 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Watt, Tieder, Hoffar & Fitzgerald, Llp
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mclean, VA
- Hunter Michael Investment Advisors — Schedule C compensation
- Newport Group — Schedule C compensation
- Actuarial Consulting Group — Schedule C compensation