2023 Form 5500 filing — The Van Winkle Law Firm 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 20241219131557NAL0007635024001) for The Van Winkle Law Firm Profit Sharing Plan, reported by The Van Winkle Law Firm under EIN 56-1026015 and plan number 002. It reports 119 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)$19.6MReported net assets$19,640,802
Participants119
Provider compensation$58.9K2 Schedule C row(s)$58,892
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241219131557NAL0007635024001
- Plan sponsor
- The Van Winkle Law Firm
- EIN
- 56-1026015
- Plan number
- 002
- Location
- Asheville, 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)$19.6M total assets
Net assets$19.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,640,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,640,802
- Employer contributions
- $633,223
- Participant contributions
- $714,951
- Total income / additions
- $2,829,821
- Benefits paid
- $2,139,119
- Administrative expenses
- $62,121
- Total expenses
- $2,201,240
- Net increase / (decrease)
- $628,581
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Directions, LLC | NONE | $49,462 | not reported in the loaded dataset |
| Tpc Qualified Plans LLC | TPA/RK | $9,430 | not reported in the loaded dataset |