Plan5500

Witherite Law Group, Pllc 401(K) Plan — Form 5500 plan (Witherite Law Group, Pllc)

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, Witherite Law Group, Pllc 401(K) Plan is a benefit plan reported by Witherite Law Group, Pllc under EIN 75-2953673 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $13,964,368 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Witherite Law Group, Pllc
EIN
75-2953673
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
250
End-of-year plan assets
$13,964,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023250H, C20250314092257NAL0011762803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,964,368
Total liabilities (EOY)
$219
Net assets (EOY)
$13,964,149
Net assets (BOY)
$10,310,679

Income & contributions

Employer contributions
$1,343,486
Participant contributions
$1,186,334
Total contributions
$2,715,822
Total income / additions
$4,950,012

Expenses & distributions

Benefits paid
$1,202,139
Administrative expenses
$94,403
Total expenses
$1,296,542
Net increase / (decrease)
$3,653,470

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Level Four Advisory Services LLCINVESTMENT ADVSIOR$54,001not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRECORDKEEPER$40,402not reported in the loaded dataset2023

Related Form 5500 pages