2023 Form 5500 filing — Youngwilliams P.C. 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 20241014151751NAL0045059232001) for Youngwilliams P.C. 401(K) Profit Sharing Plan, reported by Youngwilliams, P.C. under EIN 64-0847009 and plan number 001. It reports 1,367 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)$17.2MReported net assets$17,219,422
Participants1.4K1,367
Provider compensation$94.7K3 Schedule C row(s)$94,742
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014151751NAL0045059232001
Plan sponsor
Youngwilliams, P.C.
EIN
64-0847009
Plan number
001
Location
Ridgeland, MS
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)$17.2M total assets
Net assets$17.2MLiabilities$6.2K
Money in vs. money out
Total income / additions$4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$388.7K
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,225,663
Total liabilities (EOY)
$6,241
Net assets (EOY)
$17,219,422
Employer contributions
$388,748
Participant contributions
$1,142,307
Total income / additions
$3,995,589
Benefits paid
$1,388,730
Administrative expenses
$74,046
Total expenses
$1,485,201
Net increase / (decrease)
$2,510,388
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $49K · Indirect $15.1K
  2. 2
    NONE · Direct $25K
  3. 3
    NONE · Direct $0 · Indirect $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014151751NAL0045059232001 cover?
It is the 2023 Form 5500 filing for Youngwilliams P.C. 401(K) Profit Sharing Plan, reported by Youngwilliams, P.C. (EIN 64-0847009).
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