2023 Form 5500 filing — J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240311103924NAL0034440097001) for J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan, reported by J. R. Wauford & Company Consulting Engineers, Inc. under EIN 46-4869267 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,883,726
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240311103924NAL0034440097001
Plan sponsor
J. R. Wauford & Company Consulting Engineers, Inc.
EIN
46-4869267
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$952.6K
Benefits paid / distributions$899.6K
Contributions
Employer$432.4K
Participant$0
Full reported line items
Total assets (EOY)
$11,883,726
Total liabilities (EOY)
$0
Net assets (EOY)
$11,883,726
Employer contributions
$432,365
Participant contributions
$0
Total income / additions
$2,026,654
Benefits paid
$899,614
Administrative expenses
$53,027
Total expenses
$952,641
Net increase / (decrease)
$1,074,013

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240311103924NAL0034440097001 cover?
It is the 2023 Form 5500 filing for J. R. Wauford & Company Consulting Engineers, Inc. Profit Sharing Plan, reported by J. R. Wauford & Company Consulting Engineers, Inc. (EIN 46-4869267).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages