Wesson & Mothershed Management Company, LLC Psp — Form 5500 plan (Wesson & Mothershed Management Co., LLC)
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, Wesson & Mothershed Management Company, LLC Psp is a benefit plan reported by Wesson & Mothershed Management Co., LLC under EIN 64-0925927 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $11,703,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wesson & Mothershed Management Co., LLC
- EIN
- 64-0925927
- Plan number
- 001
- Plan type
- 2
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $11,703,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20241011094242NAL0012337715001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,703,969
- Net assets (EOY)
- $11,703,969
- Net assets (BOY)
- $10,070,712
Income & contributions
- Employer contributions
- $325,492
- Participant contributions
- $190,014
- Total income / additions
- $1,970,415
Expenses & distributions
- Benefits paid
- $277,667
- Administrative expenses
- $59,034
- Total expenses
- $337,158
- Net increase / (decrease)
- $1,633,257
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.