Plan5500

Fordharrison Associates & W-2 Partners 401(K)Plan — Form 5500 plan (Fordharrison 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, Fordharrison Associates & W-2 Partners 401(K)Plan is a benefit plan reported by Fordharrison Llp under EIN 58-1314995 and plan number 003. The latest loaded filing year is 2023. The filing reports 185 participants and $20,811,798 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20.8MPlan net assets, end of year$20,811,798
Participants185Covered participants reported
Assets / participant$112.5KComputed: assets ÷ participants$112,496 (computed)
Provider compensation$77.8K3 Schedule C provider row(s)$77,781
Plan sponsor
Fordharrison Llp
EIN
58-1314995
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    185 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.8M total assets
Net assets$20.8MLiabilities$0
Money in vs. money out
Total income / additions$4.6M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$266.1K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$20,811,798
Total liabilities (EOY)
$0
Net assets (EOY)
$20,811,798
Net assets (BOY)
$17,661,208

Income & contributions

Employer contributions
$266,120
Participant contributions
$1,414,734
Total contributions
$1,835,010
Total income / additions
$4,626,094

Expenses & distributions

Benefits paid
$1,082,726
Administrative expenses
$70,200
Total expenses
$1,152,926
Net increase / (decrease)
$3,473,168
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$37.3K
    RECORD KEEPER · Direct $37.3K · Indirect $0
  2. 2
    Ubs Financial Services, Inc.$36.8K
    ADVISOR · Direct $36.8K
  3. 3
    Futureplan By Ascensus$3.7K
    RECORD KEEPER · Direct $3.6K · Indirect $59

What to inspect next

Frequently asked questions

Who sponsors the Fordharrison Associates & W-2 Partners 401(K)Plan?
Fordharrison Associates & W-2 Partners 401(K)Plan is reported as sponsored by Fordharrison Llp (EIN 58-1314995, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fordharrison Associates & W-2 Partners 401(K)Plan?
The latest Form 5500 filing year loaded for Fordharrison Associates & W-2 Partners 401(K)Plan is 2023.
How many participants does Fordharrison Associates & W-2 Partners 401(K)Plan report?
Fordharrison Associates & W-2 Partners 401(K)Plan reports 185 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fordharrison Associates & W-2 Partners 401(K)Plan?
Fordharrison Associates & W-2 Partners 401(K)Plan reports $20,811,798 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages