Aylstock, Witkin, Kreis, & Overholtz, Plc 401(K) Profit Sharing Plan — Form 5500 plan (Aylstock, Witkin, Kreis & Overholtz, P.L.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, Aylstock, Witkin, Kreis, & Overholtz, Plc 401(K) Profit Sharing Plan is a benefit plan reported by Aylstock, Witkin, Kreis & Overholtz, P.L.C. under EIN 59-3727946 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $16,856,506 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aylstock, Witkin, Kreis & Overholtz, P.L.C.
- EIN
- 59-3727946
- Plan number
- 001
- Plan type
- 2
- Location
- Pensacola, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20241014140051NAL0013411443001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $16,856,506
- Net assets (EOY)
- $16,856,506
- Net assets (BOY)
- $13,200,043
Income & contributions
- Employer contributions
- $1,011,326
- Participant contributions
- $593,506
- Total contributions
- $1,635,893
- Total income / additions
- $3,880,747
Expenses & distributions
- Benefits paid
- $146,731
- Administrative expenses
- $77,553
- Total expenses
- $224,284
- Net increase / (decrease)
- $3,656,463
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $3,609 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $816 | $0 | 2023 |