Warady & Davis, Llp Profit Sharing And Savings Plan — Form 5500 plan (Warady & Davis, 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, Warady & Davis, Llp Profit Sharing And Savings Plan is a benefit plan reported by Warady & Davis, Llp under EIN 36-2170602 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $62,926,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Warady & Davis, Llp
- EIN
- 36-2170602
- Plan number
- 002
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $62,926,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20241007161535NAL0027942368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,926,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,926,954
- Net assets (BOY)
- $52,737,208
Income & contributions
- Employer contributions
- $926,199
- Participant contributions
- $1,205,600
- Total contributions
- $2,131,799
- Total income / additions
- $11,906,542
Expenses & distributions
- Benefits paid
- $1,661,148
- Administrative expenses
- $55,648
- Total expenses
- $1,716,796
- Net increase / (decrease)
- $10,189,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl | INVESTMENT ADVISOR | $38,248 | not reported in the loaded dataset | 2023 |
| Corrigan Krause | ACCOUNTANT | $10,000 | not reported in the loaded dataset | 2023 |
| First American Bank | CONTRACT ADMIN | $6,975 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $425 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Warady & Davis, Llp
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- Lpl — Schedule C compensation
- Corrigan Krause — Schedule C compensation
- First American Bank — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation