Websterrogers Llp 401(K) Plan & Trust — Form 5500 plan (Websterrogers, 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, Websterrogers Llp 401(K) Plan & Trust is a benefit plan reported by Websterrogers, Llp under EIN 57-0776381 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $21,705,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Websterrogers, Llp
EIN
57-0776381
Plan number
001
Plan type
2
Location
Florence, SC
Latest filing year
2023
Participants
171
End-of-year plan assets
$21,705,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20251006154930NAL0003974433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,705,208
Total liabilities (EOY)
$0
Net assets (EOY)
$21,705,208
Net assets (BOY)
$18,992,206

Income & contributions

Employer contributions
$417,696
Participant contributions
$945,738
Total contributions
$1,409,095
Total income / additions
$4,617,175

Expenses & distributions

Benefits paid
$1,882,228
Administrative expenses
$21,945
Total expenses
$1,904,173
Net increase / (decrease)
$2,713,002

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$14,035$02023
Newport Trust CompanyTRUSTEE$7,910$02023

Related Form 5500 pages