Plan5500

Ward And Smith, P.A. 401(K) And Profit Sharing Plan — Form 5500 plan (Ward And Smith, P.A.)

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 And Smith, P.A. 401(K) And Profit Sharing Plan is a benefit plan reported by Ward And Smith, P.A. under EIN 56-1034724 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $102,206,768 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ward And Smith, P.A.
EIN
56-1034724
Plan number
001
Plan type
2
Location
New Bern, NC
Latest filing year
2023
Participants
330
End-of-year plan assets
$102,206,768

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20241105073331NAL0005186883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,206,768
Total liabilities (EOY)
$31,279
Net assets (EOY)
$102,175,489
Net assets (BOY)
$85,022,813

Income & contributions

Employer contributions
$4,273,264
Participant contributions
$1,106,808
Total contributions
$5,411,198
Total income / additions
$19,230,781

Expenses & distributions

Benefits paid
$1,870,263
Administrative expenses
$138,991
Total expenses
$2,078,105
Net increase / (decrease)
$17,152,676

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$73,319not reported in the loaded dataset2023
Fiducient Advisors LLCNONE$62,014not reported in the loaded dataset2023

Related Form 5500 pages