Plan5500

Wicker Smith 401(K) Plan I — Form 5500 plan (Wicker, Smith, Ohara, Mccoy & Ford, P.A.)

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, Wicker Smith 401(K) Plan I is a benefit plan reported by Wicker, Smith, Ohara, Mccoy & Ford, P.A. under EIN 65-0089075 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $22,554,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wicker, Smith, Ohara, Mccoy & Ford, P.A.
EIN
65-0089075
Plan number
001
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
Participants
365
End-of-year plan assets
$22,554,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023365H, C20240926112858NAL0000689393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,554,703
Total liabilities (EOY)
$62,329
Net assets (EOY)
$22,492,374
Net assets (BOY)
$19,340,042

Income & contributions

Employer contributions
$309,986
Participant contributions
$1,502,059
Total contributions
$2,026,351
Total income / additions
$4,943,882

Expenses & distributions

Benefits paid
$1,804,295
Administrative expenses
$25,295
Total expenses
$1,829,590
Net increase / (decrease)
$3,114,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$21,016$26,3822023
National Financial ServicesNONE$4,279not reported in the loaded dataset2023

Related Form 5500 pages