2023 Form 5500 filing — Womble Bond Dickinson (Us) Llp Savings And Self Employed Retirement Plan B
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 20241015105949NAL0029331905001) for Womble Bond Dickinson (Us) Llp Savings And Self Employed Retirement Plan B, reported by Womble Bond Dickinson (Us), Llp under EIN 56-0308470 and plan number 003. It reports 1,033 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)$195.3MReported net assets$195,344,354
Participants1K1,033
Provider compensation$37.2K3 Schedule C row(s)$37,241
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105949NAL0029331905001
- Plan sponsor
- Womble Bond Dickinson (Us), Llp
- EIN
- 56-0308470
- Plan number
- 003
- Location
- Winston-Salem, NC
- 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)$195.3M total assets
Net assets$195.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $195,344,354
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,344,354
- Employer contributions
- $1,176,296
- Participant contributions
- $1,138,789
- Total income / additions
- $19,671,004
- Benefits paid
- $2,335,978
- Administrative expenses
- $37,241
- Total expenses
- $2,373,219
- Net increase / (decrease)
- $17,297,785
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | NONE | $17,460 | not reported in the loaded dataset |
| The Vanguard Group Inc. | NONE | $11,625 | $0 |
| Vanguard Advisers Inc. | NONE | $8,156 | not reported in the loaded dataset |