2023 Form 5500 filing — Wicker Smith 401(K) Plan I
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 20240926112858NAL0000689393001) for Wicker Smith 401(K) Plan I, reported by Wicker, Smith, Ohara, Mccoy & Ford, P.A. under EIN 65-0089075 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926112858NAL0000689393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wicker, Smith, Ohara, Mccoy & Ford, P.A.
- EIN
- 65-0089075
- Plan number
- 001
- Location
- Coral Gables, FL
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,554,703
- Total liabilities (EOY)
- $62,329
- Net assets (EOY)
- $22,492,374
- Employer contributions
- $309,986
- Participant contributions
- $1,502,059
- Total income / additions
- $4,943,882
- Benefits paid
- $1,804,295
- Administrative expenses
- $25,295
- Total expenses
- $1,829,590
- Net increase / (decrease)
- $3,114,292
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $21,016 | $26,382 |
| National Financial Services | NONE | $4,279 | not reported in the loaded dataset |