Alday,Wright & Giles, P.C. Retirement Savings Plan — Form 5500 plan (Alday, Wright & Giles, 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, Alday,Wright & Giles, P.C. Retirement Savings Plan is a benefit plan reported by Alday, Wright & Giles, P.C. under EIN 58-1697066 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $3,880,473 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alday, Wright & Giles, P.C.
EIN
58-1697066
Plan number
001
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
14
End-of-year plan assets
$3,880,473

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314I20241119090321NAL0004887458001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,880,473
Net assets (EOY)
$3,880,473
Net assets (BOY)
$5,060,220

Income & contributions

Employer contributions
$115,629
Participant contributions
$77,640
Total income / additions
$826,702

Expenses & distributions

Benefits paid
$1,993,380
Administrative expenses
$10,435
Total expenses
$2,006,449
Net increase / (decrease)
-$1,179,747

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages