Williams Mullen Clark & Dobbins 401(K) Retirement Plan — Form 5500 plan (Williams Mullen Clark & Dobbins 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, Williams Mullen Clark & Dobbins 401(K) Retirement Plan is a benefit plan reported by Williams Mullen Clark & Dobbins P.C. under EIN 54-1246519 and plan number 003. The latest loaded filing year is 2023. The filing reports 523 participants and $245,866,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams Mullen Clark & Dobbins P.C.
- EIN
- 54-1246519
- Plan number
- 003
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 523
- End-of-year plan assets
- $245,866,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20240924143739NAL0026418418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,866,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $245,866,108
- Net assets (BOY)
- $216,348,406
Income & contributions
- Employer contributions
- $5,590,055
- Participant contributions
- $4,950,866
- Total contributions
- $12,023,623
- Total income / additions
- $50,292,667
Expenses & distributions
- Benefits paid
- $21,116,273
- Administrative expenses
- $137,596
- Total expenses
- $21,253,869
- Net increase / (decrease)
- $29,038,798
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $44,794 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $43,059 | not reported in the loaded dataset | 2023 |
| Bkd Llp | AUDITOR | $15,645 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $15,257 | $0 | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $13,341 | not reported in the loaded dataset | 2023 |
| Prm Consulting Inc | OTHER | $5,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams Mullen Clark & Dobbins P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Sageview Advisory Group, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Bkd Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Prm Consulting Inc — Schedule C compensation