Plaster & Wald Consulting Corp. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Plaster & Wald Consulting Corp.)
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, Plaster & Wald Consulting Corp. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Plaster & Wald Consulting Corp. under EIN 73-1519602 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $17,625,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Plaster & Wald Consulting Corp.
- EIN
- 73-1519602
- Plan number
- 001
- Plan type
- 2
- Location
- Mustang, OK
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $17,625,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20241011090311NAL0012306675001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,625,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,625,883
- Net assets (BOY)
- $15,417,190
Income & contributions
- Employer contributions
- $761,089
- Participant contributions
- $1,452,109
- Total contributions
- $2,360,790
- Total income / additions
- $4,310,464
Expenses & distributions
- Benefits paid
- $2,020,610
- Administrative expenses
- $66,756
- Total expenses
- $2,101,771
- Net increase / (decrease)
- $2,208,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $43,359 | not reported in the loaded dataset | 2023 |
| Lbmc Pc | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,573 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,324 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $40 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Plaster & Wald Consulting Corp.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Mustang, OK
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation