Waller Lansden Dortch & Davis 401(K) Retirement Plan Ii — Form 5500 plan (Waller Lansden Dortch & Davis)
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, Waller Lansden Dortch & Davis 401(K) Retirement Plan Ii is a benefit plan reported by Waller Lansden Dortch & Davis under EIN 62-0479474 and plan number 004. The latest loaded filing year is 2023. The filing reports 22 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waller Lansden Dortch & Davis
- EIN
- 62-0479474
- Plan number
- 004
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240410153121NAL0044042946001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $7,864,058
Income & contributions
- Employer contributions
- $43,593
- Total income / additions
- $466,214
Expenses & distributions
- Benefits paid
- $977,809
- Administrative expenses
- $16,066
- Total expenses
- $993,875
- Net increase / (decrease)
- -$527,661
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.