Waldon Adelman Castilla Hiestand & Prout, Llp Retirement Plan — Form 5500 plan (Waldon Adelman Castilla Mcnamara & Prout, Lllp)
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, Waldon Adelman Castilla Hiestand & Prout, Llp Retirement Plan is a benefit plan reported by Waldon Adelman Castilla Mcnamara & Prout, Lllp under EIN 58-1619643 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $12,481,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waldon Adelman Castilla Mcnamara & Prout, Lllp
- EIN
- 58-1619643
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241104122905NAL0007537905001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $12,481,025
- Total liabilities (EOY)
- $14,649
- Net assets (EOY)
- $12,466,376
- Net assets (BOY)
- $9,719,125
Income & contributions
- Employer contributions
- $463,202
- Participant contributions
- $561,451
- Total contributions
- $1,035,280
- Total income / additions
- $2,897,941
Expenses & distributions
- Benefits paid
- $144,883
- Administrative expenses
- $5,772
- Total expenses
- $150,690
- Net increase / (decrease)
- $2,747,251
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Si Holdings Dba Stephens Inc | INVESTMENT ADVISOR | $8,637 | $0 | 2023 |
| Capital Group Retirement Plan Serv | RECORDKEEPER | $1,113 | $0 | 2023 |
| Palmer Pension Services, Inc. | CONTRACT ADMINISTRATOR | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waldon Adelman Castilla Mcnamara & Prout, Lllp
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Si Holdings Dba Stephens Inc — Schedule C compensation
- Capital Group Retirement Plan Serv — Schedule C compensation
- Palmer Pension Services, Inc. — Schedule C compensation