2023 Form 5500 filing — Wright, Lindsey & Jennings Llp Profit Sharing Plan And Trust
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 20240805091859NAL0000960769001) for Wright, Lindsey & Jennings Llp Profit Sharing Plan And Trust, reported by Wright, Lindsey & Jennings Llp under EIN 71-0239196 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805091859NAL0000960769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wright, Lindsey & Jennings Llp
- EIN
- 71-0239196
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,687,555
- Net assets (EOY)
- $60,687,555
- Employer contributions
- $1,278,538
- Participant contributions
- $1,244,865
- Total income / additions
- $11,359,625
- Benefits paid
- $5,330,386
- Administrative expenses
- $134,065
- Total expenses
- $5,464,451
- Net increase / (decrease)
- $5,895,174
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $85,512 | $0 |
| Pension Consultants | CONSULTING | $33,553 | not reported in the loaded dataset |
| Landmark Plc Cerified Public Acct | AUDITOR | $15,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |