How many benefit plans does Wicker, Smith, O'Hara, Mccoy & Ford, P.A. report on Form 5500?

Wicker, Smith, O'Hara, Mccoy & Ford, P.A. (EIN 65-0089075) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wicker, Smith, O'Hara, Mccoy & Ford, P.A.?

The Employer Identification Number (EIN) reported for Wicker, Smith, O'Hara, Mccoy & Ford, P.A. is 65-0089075.

What is the latest Form 5500 filing year for Wicker, Smith, O'Hara, Mccoy & Ford, P.A.?

The latest loaded Form 5500 filing year for Wicker, Smith, O'Hara, Mccoy & Ford, P.A. is 2023.

Wicker, Smith, O'Hara, Mccoy & Ford, P.A. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, O'Hara, Mccoy & Ford, P.A. (EIN 65-0089075) is a plan sponsor located in Coral Gables, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 65-0089075
Location: Coral Gables, FL
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $86,950,855
Total reported liabilities (EOY): $135,815
Total reported net assets (EOY): $86,815,040

Contributions & income

Employer contributions: $1,742,438
Participant contributions: $3,185,905
Total income / additions: $17,368,715

Expenses & distributions

Benefits paid / distributions: $14,547,607
Total expenses: $14,678,795
Net increase / (decrease): $2,689,920

Coverage

Total reported participants: 1,199
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wicker, Smith, O'Hara, Mccoy & Ford, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wicker Smith 401(K) Plan Ii	002	324	$64,396,152	2023
Wicker Smith 401(K) Plan I	001	365	$22,554,703	2023
Wicker, Smith, O'Hara, Mccoy & Ford, P.A. Flexible Benefit Plan	502	510	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wicker, Smith, O'Hara, Mccoy & Ford, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Wicker Smith 401(K) Plan I	365	H, C	20240926112858NAL0000689393001
2023	Wicker Smith 401(K) Plan Ii	324	H, C	20240926113218NAL0001051232001
2023	Wicker, Smith, O'Hara, Mccoy & Ford, P.A. Flexible Benefit Plan	510	—	20250211140425NAL0019116673001