Mitchell Williams Selig Gates & Woodyard Pllc Employees' 401(K) Plan And Trust — Form 5500 plan (Mitchell Williams Selig Gates & Woodyard 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, Mitchell Williams Selig Gates & Woodyard Pllc Employees' 401(K) Plan And Trust is a benefit plan reported by Mitchell Williams Selig Gates & Woodyard Pllc under EIN 71-0261429 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $16,790,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mitchell Williams Selig Gates & Woodyard Pllc
EIN
71-0261429
Plan number
001
Plan type
2
Location
Little Rock, AR
Latest filing year
2023
Participants
186
End-of-year plan assets
$16,790,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241014160825NAL0026671249003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,790,549
Net assets (EOY)
$16,790,549
Net assets (BOY)
$14,508,454

Income & contributions

Employer contributions
$592,183
Participant contributions
$730,908
Total contributions
$1,328,302
Total income / additions
$3,290,683

Expenses & distributions

Benefits paid
$912,713
Administrative expenses
$95,875
Total expenses
$1,008,588
Net increase / (decrease)
$2,282,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Security BankINVESTMENT ADVISOR$31,415$02023
Monk Mitchell Williams & VincentINVESTMENT ADVISOR$18,067$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$13,488$02023
Definiti LLCCONTRACT ADMINISTRATOR$5,210$02023
Empower Advisory Group, LLCINVESTMENT MANAGEMENT$2,079$02023
Gwfs Equities, Inc.BROKER/DEALERnot reported in the loaded dataset$02023

Related Form 5500 pages