2023 Form 5500 filing — We Employees' 401(K) Cash Or Deferred Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725213745NAL0015362321001) for We Employees' 401(K) Cash Or Deferred Retirement Plan, reported by Waggener Edstrom Worldwide, Inc. under EIN 93-0847156 and plan number 001. It reports 911 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725213745NAL0015362321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waggener Edstrom Worldwide, Inc.
- EIN
- 93-0847156
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 911
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $96,547,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,547,935
- Employer contributions
- $1,744,854
- Participant contributions
- $6,028,587
- Total income / additions
- $22,825,107
- Benefits paid
- $5,300,228
- Administrative expenses
- $168,759
- Total expenses
- $5,471,415
- Net increase / (decrease)
- $17,353,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $72,440 | $0 |
| Retirement Consulting Group Inc | NONE | $50,000 | not reported in the loaded dataset |
| Perkins & Company P.C. | NONE | $32,214 | not reported in the loaded dataset |
| Vanguard Advisers Inc. | NONE | $14,806 | not reported in the loaded dataset |