2023 Form 5500 filing — Mitchell Williams Selig Gates & Woodyard Pllc Employees' 401(K) Plan And Trust
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 20241014160825NAL0026671249003) for Mitchell Williams Selig Gates & Woodyard Pllc Employees' 401(K) Plan And Trust, reported by Mitchell Williams Selig Gates & Woodyard Pllc under EIN 71-0261429 and plan number 001. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160825NAL0026671249003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mitchell Williams Selig Gates & Woodyard Pllc
- EIN
- 71-0261429
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,790,549
- Net assets (EOY)
- $16,790,549
- Employer contributions
- $592,183
- Participant contributions
- $730,908
- Total income / additions
- $3,290,683
- Benefits paid
- $912,713
- Administrative expenses
- $95,875
- Total expenses
- $1,008,588
- Net increase / (decrease)
- $2,282,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Security Bank | INVESTMENT ADVISOR | $31,415 | $0 |
| Monk Mitchell Williams & Vincent | INVESTMENT ADVISOR | $18,067 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $13,488 | $0 |
| Definiti LLC | CONTRACT ADMINISTRATOR | $5,210 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $2,079 | $0 |
| Gwfs Equities, Inc. | BROKER/DEALER | not reported in the loaded dataset | $0 |