Plan5500

Wicker Smith 401(K) Plan Ii — 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 Ii is a benefit plan reported by Wicker, Smith, Ohara, Mccoy & Ford, P.A. under EIN 65-0089075 and plan number 002. The latest loaded filing year is 2023. The filing reports 324 participants and $64,396,152 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
002
Plan type
2
Location
Coral Gables, FL
Latest filing year
2023
Participants
324
End-of-year plan assets
$64,396,152

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023324H, C20240926113218NAL0001051232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,396,152
Total liabilities (EOY)
$73,486
Net assets (EOY)
$64,322,666
Net assets (BOY)
$64,785,078

Income & contributions

Employer contributions
$1,432,452
Participant contributions
$1,683,846
Total contributions
$3,283,007
Total income / additions
$12,424,833

Expenses & distributions

Benefits paid
$12,743,312
Administrative expenses
$105,893
Total expenses
$12,849,205
Net increase / (decrease)
-$424,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$95,669$59,7432023
National Financial ServicesNA$10,224not reported in the loaded dataset2023

Related Form 5500 pages