Plan5500

Womble, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Womble, LLC)

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, Womble, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Womble, LLC under EIN 62-1814396 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $3,282,146 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Womble, LLC
EIN
62-1814396
Plan number
001
Plan type
2
Location
Hendersonville, TN
Latest filing year
2023
Participants
197
End-of-year plan assets
$3,282,146

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241014160400NAL0013591107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,282,146
Total liabilities (EOY)
$0
Net assets (EOY)
$3,282,146
Net assets (BOY)
$2,618,969

Income & contributions

Employer contributions
$32,291
Participant contributions
$235,396
Total contributions
$267,687
Total income / additions
$803,275

Expenses & distributions

Benefits paid
$131,075
Administrative expenses
$0
Total expenses
$140,098
Net increase / (decrease)
$663,177

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M Holdings Securities, Inc.INVESTMENT ADVISORY$17,893not reported in the loaded dataset2023
NationwideINVESTMENT ADVISORY$0$9,5172023
NationwideINVESTMENT ADVISORY$4,619$02023
Nathan GasINVESTMENT ADVISORY$0$1,4452023
Nathan GasINVESTMENT ADVISORY$900not reported in the loaded dataset2023
AmeritradeINVESTMENT ADVISORY$112not reported in the loaded dataset2023
AmeritradeINVESTMENT ADVISORY$1not reported in the loaded dataset2023

Related Form 5500 pages