2023 Form 5500 filing — Waldrop, Inc. 401(K) 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 20240805151705NAL0000807955001) for Waldrop, Inc. 401(K) Profit Sharing Plan, reported by Waldrop, Inc. under EIN 57-0707445 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,662,225
Participants240
Provider compensation$5.5K2 Schedule C row(s)$5,482
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240805151705NAL0000807955001
Plan sponsor
Waldrop, Inc.
EIN
57-0707445
Plan number
002
Location
Reidville, SC
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$613.7K
Total expenses$299.9K
Benefits paid / distributions$298.4K
Contributions
Employer$0
Participant$132.5K
Full reported line items
Total assets (EOY)
$5,662,225
Total liabilities (EOY)
$0
Net assets (EOY)
$5,662,225
Employer contributions
$0
Participant contributions
$132,485
Total income / additions
$613,749
Benefits paid
$298,368
Administrative expenses
$1,527
Total expenses
$299,895
Net increase / (decrease)
$313,854
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $0 · Indirect $4K
  2. 2
    RECORDKEEPER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805151705NAL0000807955001 cover?
It is the 2023 Form 5500 filing for Waldrop, Inc. 401(K) Profit Sharing Plan, reported by Waldrop, Inc. (EIN 57-0707445).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages