J.L. Wauford, Inc. 401(K) Plan — Form 5500 plan (Pre Con, Inc.)
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, J.L. Wauford, Inc. 401(K) Plan is a benefit plan reported by Pre Con, Inc. under EIN 54-0934933 and plan number 001. The latest loaded filing year is 2023. The filing reports 228 participants and $9,826,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pre Con, Inc.
- EIN
- 54-0934933
- Plan number
- 001
- Plan type
- 2
- Location
- Chester, VA
- Latest filing year
- 2023
- Participants
- 228
- End-of-year plan assets
- $9,826,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 228 | H, C | 20240905124444NAL0021055297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,826,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,826,070
- Net assets (BOY)
- $9,294,056
Income & contributions
- Employer contributions
- $113,256
- Participant contributions
- $449,770
- Total contributions
- $616,217
- Total income / additions
- $2,020,974
Expenses & distributions
- Benefits paid
- $1,433,055
- Administrative expenses
- $44,728
- Total expenses
- $1,488,960
- Net increase / (decrease)
- $532,014
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $28,190 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,927 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,611 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pre Con, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Chester, VA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation