2023 Form 5500 filing — Watkins Distributing Profit Sharing 401k 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 20240801130117NAL0013494371001) for Watkins Distributing Profit Sharing 401k Plan, reported by Watkins Distributing, Sales & Service under EIN 82-0422918 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801130117NAL0013494371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Watkins Distributing, Sales & Service
- EIN
- 82-0422918
- Plan number
- 001
- Location
- Jerome, ID
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,486,711
- Total liabilities (EOY)
- $3,433
- Net assets (EOY)
- $22,483,278
- Employer contributions
- $410,204
- Participant contributions
- $589,099
- Total income / additions
- $4,154,180
- Benefits paid
- $1,108,702
- Administrative expenses
- $57,867
- Total expenses
- $1,166,569
- Net increase / (decrease)
- $2,987,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson | INVESTMENT ADVISOR | $35,966 | not reported in the loaded dataset |
| Pinnacle Pension Services | CONTRACT ADMIN | $13,526 | not reported in the loaded dataset |
| Leavitt Christensen & Co Pllc | AUDITOR | $8,350 | not reported in the loaded dataset |