Willson, Jones, Carter & Baxley, P.A. 401(K) Plan — Form 5500 plan (Willson, Jones, Carter & Baxley, 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, Willson, Jones, Carter & Baxley, P.A. 401(K) Plan is a benefit plan reported by Willson, Jones, Carter & Baxley, P.A. under EIN 75-3048189 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $21,952,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Willson, Jones, Carter & Baxley, P.A.
- EIN
- 75-3048189
- Plan number
- 001
- Plan type
- 2
- Location
- Greenville, SC
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $21,952,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20240819115038NAL0000800275001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,952,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,952,262
- Net assets (BOY)
- $17,652,941
Income & contributions
- Employer contributions
- $479,798
- Participant contributions
- $1,197,774
- Total contributions
- $1,680,514
- Total income / additions
- $4,796,723
Expenses & distributions
- Benefits paid
- $443,743
- Administrative expenses
- $53,659
- Total expenses
- $497,402
- Net increase / (decrease)
- $4,299,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Match Grade Advisors LLC | NONE | $47,093 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage | NONE | $3,300 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $3,266 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Willson, Jones, Carter & Baxley, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Greenville, SC
- Match Grade Advisors LLC — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation