Wyatt, Tarrant & Combs, Llp Profit Sharing Plan — Form 5500 plan (Wyatt, Tarrant & Combs, 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, Wyatt, Tarrant & Combs, Llp Profit Sharing Plan is a benefit plan reported by Wyatt, Tarrant & Combs, Llp under EIN 61-0468003 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $118,448,284 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wyatt, Tarrant & Combs, Llp
- EIN
- 61-0468003
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 262
- End-of-year plan assets
- $118,448,284
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20240925161713NAL0014629617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,448,284
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,448,284
- Net assets (BOY)
- $107,576,806
Income & contributions
- Employer contributions
- $1,554,009
- Participant contributions
- $1,709,437
- Total contributions
- $3,971,982
- Total income / additions
- $22,618,970
Expenses & distributions
- Benefits paid
- $11,685,831
- Administrative expenses
- $61,661
- Total expenses
- $11,747,492
- Net increase / (decrease)
- $10,871,478
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford, Pllc | CONSULTANT | $10,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,473 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$5,812 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wyatt, Tarrant & Combs, Llp
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Ubs Financial Services Inc — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation