Wright, Lindsey & Jennings Llp Profit Sharing Plan And Trust — Form 5500 plan (Wright, Lindsey & Jennings 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, Wright, Lindsey & Jennings Llp Profit Sharing Plan And Trust is a benefit plan reported by Wright, Lindsey & Jennings Llp under EIN 71-0239196 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $60,687,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wright, Lindsey & Jennings Llp
- EIN
- 71-0239196
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $60,687,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240805091859NAL0000960769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,687,555
- Net assets (EOY)
- $60,687,555
- Net assets (BOY)
- $54,792,381
Income & contributions
- Employer contributions
- $1,278,538
- Participant contributions
- $1,244,865
- Total contributions
- $4,126,929
- Total income / additions
- $11,359,625
Expenses & distributions
- Benefits paid
- $5,330,386
- Administrative expenses
- $134,065
- Total expenses
- $5,464,451
- Net increase / (decrease)
- $5,895,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $85,512 | $0 | 2023 |
| Pension Consultants | CONSULTING | $33,553 | not reported in the loaded dataset | 2023 |
| Landmark Plc Cerified Public Acct | AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wright, Lindsey & Jennings Llp
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Transamerica Retirement Solutions — Schedule C compensation
- Pension Consultants — Schedule C compensation
- Landmark Plc Cerified Public Acct — Schedule C compensation
- National Financial Services — Schedule C compensation