Willcox Buyck & Williams P.A. 401(K) Plan — Form 5500 plan (Willcox Buyck & Williams P.A.)

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, Willcox Buyck & Williams P.A. 401(K) Plan is a benefit plan reported by Willcox Buyck & Williams P.A. under EIN 57-0540447 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $4,856,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Willcox Buyck & Williams P.A.
EIN
57-0540447
Plan number
001
Plan type
2
Location
Florence, SC
Latest filing year
2023
Participants
32
End-of-year plan assets
$4,856,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202332I20241001153234NAL0003417475001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,856,938
Net assets (EOY)
$4,856,938
Net assets (BOY)
$4,271,964

Income & contributions

Employer contributions
$50,122
Participant contributions
$119,308
Total income / additions
$694,529

Expenses & distributions

Benefits paid
$108,886
Administrative expenses
$669
Total expenses
$109,555
Net increase / (decrease)
$584,974

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages