2023 Form 5500 filing — Witherite Law Group, Pllc 401(K) 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 20250314092257NAL0011762803001) for Witherite Law Group, Pllc 401(K) Plan, reported by Witherite Law Group, Pllc under EIN 75-2953673 and plan number 001. It reports 250 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)$14MReported net assets$13,964,149
Participants250
Provider compensation$94.4K2 Schedule C row(s)$94,403
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250314092257NAL0011762803001
- Plan sponsor
- Witherite Law Group, Pllc
- EIN
- 75-2953673
- Plan number
- 001
- Location
- Dallas, TX
- 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)$14M total assets
Net assets$14MLiabilities$219
Full reported line items
- Total assets (EOY)
- $13,964,368
- Total liabilities (EOY)
- $219
- Net assets (EOY)
- $13,964,149
- Employer contributions
- $1,343,486
- Participant contributions
- $1,186,334
- Total income / additions
- $4,950,012
- Benefits paid
- $1,202,139
- Administrative expenses
- $94,403
- Total expenses
- $1,296,542
- Net increase / (decrease)
- $3,653,470
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Level Four Advisory Services LLC | INVESTMENT ADVSIOR | $54,001 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RECORDKEEPER | $40,402 | not reported in the loaded dataset |