Womble Bond Dickinson (Us) Llp Savings And Self Employed Retirement Plan B — Form 5500 plan (Womble Bond Dickinson (Us), 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, Womble Bond Dickinson (Us) Llp Savings And Self Employed Retirement Plan B is a benefit plan reported by Womble Bond Dickinson (Us), Llp under EIN 56-0308470 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,033 participants and $195,344,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Womble Bond Dickinson (Us), Llp
EIN
56-0308470
Plan number
003
Plan type
2
Location
Winston-Salem, NC
Latest filing year
2023
Participants
1,033
End-of-year plan assets
$195,344,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,033H, C20241015105949NAL0029331905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$195,344,354
Total liabilities (EOY)
$0
Net assets (EOY)
$195,344,354
Net assets (BOY)
$180,180,307

Income & contributions

Employer contributions
$1,176,296
Participant contributions
$1,138,789
Total contributions
$2,463,936
Total income / additions
$19,671,004

Expenses & distributions

Benefits paid
$2,335,978
Administrative expenses
$37,241
Total expenses
$2,373,219
Net increase / (decrease)
$17,297,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCNONE$17,460not reported in the loaded dataset2023
The Vanguard Group Inc.NONE$11,625$02023
Vanguard Advisers Inc.NONE$8,156not reported in the loaded dataset2023

Related Form 5500 pages