Fwk 401(K) Plan — Form 5500 plan (Forman Watkins Krutz Llp)
Plain-English plan 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, Fwk 401(K) Plan is a benefit plan reported by Forman Watkins Krutz Llp under EIN 20-0065886 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $22,892,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Forman Watkins Krutz Llp
- EIN
- 20-0065886
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $22,892,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240930104346NAL0003176611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,892,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,892,879
- Net assets (BOY)
- $18,832,799
Income & contributions
- Employer contributions
- $199,348
- Participant contributions
- $1,175,292
- Total contributions
- $1,600,935
- Total income / additions
- $4,773,235
Expenses & distributions
- Benefits paid
- $695,993
- Administrative expenses
- $17,162
- Total expenses
- $713,155
- Net increase / (decrease)
- $4,060,080
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $17,805 | $0 | 2023 |