2023 Form 5500 filing — Aylstock, Witkin, Kreis, & Overholtz, Plc 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 20241014140051NAL0013411443001) for Aylstock, Witkin, Kreis, & Overholtz, Plc 401(K) Profit Sharing Plan, reported by Aylstock, Witkin, Kreis & Overholtz, P.L.C. under EIN 59-3727946 and plan number 001. It reports 294 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)$16.9MReported net assets$16,856,506
Participants294
Provider compensation$4.4K2 Schedule C row(s)$4,425
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014140051NAL0013411443001
- Plan sponsor
- Aylstock, Witkin, Kreis & Overholtz, P.L.C.
- EIN
- 59-3727946
- Plan number
- 001
- Location
- Pensacola, FL
- Received date
- not reported in the loaded dataset
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)$16.9M total assets
Net assets$16.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $16,856,506
- Net assets (EOY)
- $16,856,506
- Employer contributions
- $1,011,326
- Participant contributions
- $593,506
- Total income / additions
- $3,880,747
- Benefits paid
- $146,731
- Administrative expenses
- $77,553
- Total expenses
- $224,284
- Net increase / (decrease)
- $3,656,463
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | THIRD PARTY ADMINISTRATOR | $3,609 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $816 | $0 |