2023 Form 5500 filing — Wicker Smith 401(K) Plan Ii
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 20240926113218NAL0001051232001) for Wicker Smith 401(K) Plan Ii, reported by Wicker, Smith, Ohara, Mccoy & Ford, P.A. under EIN 65-0089075 and plan number 002. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926113218NAL0001051232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wicker, Smith, Ohara, Mccoy & Ford, P.A.
- EIN
- 65-0089075
- Plan number
- 002
- Location
- Coral Gables, FL
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,396,152
- Total liabilities (EOY)
- $73,486
- Net assets (EOY)
- $64,322,666
- Employer contributions
- $1,432,452
- Participant contributions
- $1,683,846
- Total income / additions
- $12,424,833
- Benefits paid
- $12,743,312
- Administrative expenses
- $105,893
- Total expenses
- $12,849,205
- Net increase / (decrease)
- -$424,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ingham & Company | NONE | $95,669 | $59,743 |
| National Financial Services | NA | $10,224 | not reported in the loaded dataset |