Touma Watson Whaling & Coury, P.C. 401k Plan — Form 5500 plan (Touma Watson Whaling & Coury, P.C.)
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, Touma Watson Whaling & Coury, P.C. 401k Plan is a benefit plan reported by Touma Watson Whaling & Coury, P.C. under EIN 38-2894221 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $5,705,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Touma Watson Whaling & Coury, P.C.
- EIN
- 38-2894221
- Plan number
- 001
- Plan type
- 2
- Location
- Port Huron, MI
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $5,705,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240723095323NAL0011528977003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,705,355
- Net assets (EOY)
- $5,705,355
- Net assets (BOY)
- $4,787,774
Income & contributions
- Participant contributions
- $108,165
- Total income / additions
- $1,044,013
Expenses & distributions
- Benefits paid
- $119,832
- Administrative expenses
- $6,600
- Total expenses
- $126,432
- Net increase / (decrease)
- $917,581
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.