Plan5500

2023 Form 5500 filing — Williams Mullen Clark & Dobbins 401(K) Retirement 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 20240924143739NAL0026418418001) for Williams Mullen Clark & Dobbins 401(K) Retirement Plan, reported by Williams Mullen Clark & Dobbins P.C. under EIN 54-1246519 and plan number 003. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240924143739NAL0026418418001
Filing year
2023
Form type
2
Plan sponsor
Williams Mullen Clark & Dobbins P.C.
EIN
54-1246519
Plan number
003
Location
Richmond, VA
Participants
523
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$245,866,108
Total liabilities (EOY)
$0
Net assets (EOY)
$245,866,108
Employer contributions
$5,590,055
Participant contributions
$4,950,866
Total income / additions
$50,292,667
Benefits paid
$21,116,273
Administrative expenses
$137,596
Total expenses
$21,253,869
Net increase / (decrease)
$29,038,798
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Sageview Advisory Group, LLCINVESTMENT ADVISOR$44,794not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$43,059not reported in the loaded dataset
Bkd LlpAUDITOR$15,645not reported in the loaded dataset
Empower Annuity Insurance Company ORECORDKEEPER$15,257$0
Capfinancial Partners LLC Dba CaptrINVESTMENT ADVISOR$13,341not reported in the loaded dataset
Prm Consulting IncOTHER$5,500not reported in the loaded dataset

Related Form 5500 pages