Watkins & Eager Pllc 401(K) Savings Plan — Form 5500 plan (Watkins & Eager Pllc)
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, Watkins & Eager Pllc 401(K) Savings Plan is a benefit plan reported by Watkins & Eager Pllc under EIN 64-0261610 and plan number 001. The latest loaded filing year is 2023. The filing reports 97 participants and $119,989,944 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Watkins & Eager Pllc
- EIN
- 64-0261610
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 97
- End-of-year plan assets
- $119,989,944
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 97 | H | 20240930100315NAL0003150563002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,989,944
- Net assets (EOY)
- $119,989,944
- Net assets (BOY)
- $106,365,295
Income & contributions
- Employer contributions
- $1,950,576
- Participant contributions
- $1,026,839
- Total contributions
- $3,207,238
- Total income / additions
- $18,927,751
Expenses & distributions
- Benefits paid
- $5,284,314
- Administrative expenses
- $18,788
- Total expenses
- $5,303,102
- Net increase / (decrease)
- $13,624,649
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.