Willeford Group Cpa, Pc Profit Sharing 401(K) Plan — Form 5500 plan (Willeford Group Cpa, Pc)
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, Willeford Group Cpa, Pc Profit Sharing 401(K) Plan is a benefit plan reported by Willeford Group Cpa, Pc under EIN 58-1400839 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $1,113,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willeford Group Cpa, Pc
- EIN
- 58-1400839
- Plan number
- 002
- Plan type
- 2
- Location
- Smyrna, GA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,113,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240715110117NAL0000789459001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,113,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,113,217
- Net assets (BOY)
- $861,546
Income & contributions
- Employer contributions
- $87,047
- Participant contributions
- $60,239
- Total income / additions
- $251,671
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $251,671
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.