Williams Parker Employee Savings Plan — Form 5500 plan (Williams, Parker, Harrison, Dietz & Getzen, Pllc)
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, Williams Parker Employee Savings Plan is a benefit plan reported by Williams, Parker, Harrison, Dietz & Getzen, Pllc under EIN 20-2953387 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $54,767,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams, Parker, Harrison, Dietz & Getzen, Pllc
- EIN
- 20-2953387
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $54,767,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20250103071211NAL0005531280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $54,767,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,767,499
- Net assets (BOY)
- $46,382,221
Income & contributions
- Employer contributions
- $1,170,663
- Participant contributions
- $1,331,132
- Total contributions
- $2,572,691
- Total income / additions
- $9,702,431
Expenses & distributions
- Benefits paid
- $1,218,252
- Administrative expenses
- $98,901
- Total expenses
- $1,317,153
- Net increase / (decrease)
- $8,385,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,019 | not reported in the loaded dataset | 2023 |
| Bks Retirement Services | PLAN SPONSOR | $34,579 | not reported in the loaded dataset | 2023 |
| Cs&L Cpas | PLAN SPONSOR | $18,130 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,173 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams, Parker, Harrison, Dietz & Getzen, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Sarasota, FL
- Fidelity Investments Institutional — Schedule C compensation
- Bks Retirement Services — Schedule C compensation
- Cs&L Cpas — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation