Willson Jones Carter & Baxley, P. A. Welfare Benefit Plan — Form 5500 plan (Willson Jones Carter & Baxley, P.A.)

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, Willson Jones Carter & Baxley, P. A. Welfare Benefit Plan is a benefit plan reported by Willson Jones Carter & Baxley, P.A. under EIN 75-3048189 and plan number 502. The latest loaded filing year is 2023. The filing reports 166 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants166Covered participants reported
Assets / participantNot reported
Provider compensation$24.3K2 Schedule C provider row(s)$24,284
Plan sponsor
Willson Jones Carter & Baxley, P.A.
EIN
75-3048189
Plan number
502
Plan type
2
Location
Greenville, SC
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    166 participants · 2Sch C
    View filing →

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    TPA FEES · Direct $13.6K
  2. 2
    BROKER · Direct $10.6K

Related Form 5500 pages