The Van Winkle Law Firm Profit Sharing Plan — Form 5500 plan (The Van Winkle Law Firm)
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, The Van Winkle Law Firm Profit Sharing Plan is a benefit plan reported by The Van Winkle Law Firm under EIN 56-1026015 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $19,640,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Van Winkle Law Firm
- EIN
- 56-1026015
- Plan number
- 002
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $19,640,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | H, C | 20241219131557NAL0007635024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,640,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,640,802
- Net assets (BOY)
- $19,012,221
Income & contributions
- Employer contributions
- $633,223
- Participant contributions
- $714,951
- Total contributions
- $1,592,657
- Total income / additions
- $2,829,821
Expenses & distributions
- Benefits paid
- $2,139,119
- Administrative expenses
- $62,121
- Total expenses
- $2,201,240
- Net increase / (decrease)
- $628,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Directions, LLC | NONE | $49,462 | not reported in the loaded dataset | 2023 |
| Tpc Qualified Plans LLC | TPA/RK | $9,430 | not reported in the loaded dataset | 2023 |