2023 Form 5500 filing — Wb Holdings, Inc. 401(K) 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 20240729105344NAL0019240177001) for Wb Holdings, Inc. 401(K) Plan, reported by Wb Holdings, Inc. under EIN 39-1676059 and plan number 003. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729105344NAL0019240177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wb Holdings, Inc.
- EIN
- 39-1676059
- Plan number
- 003
- Location
- Allenton, WI
- Participants
- 560
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,907,607
- Net assets (EOY)
- $31,907,607
- Employer contributions
- $393,166
- Participant contributions
- $1,231,610
- Total income / additions
- $6,000,298
- Benefits paid
- $2,769,495
- Administrative expenses
- $23,234
- Total expenses
- $2,792,729
- Net increase / (decrease)
- $3,207,569
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Inc. | BROKER/ADVISO R | $0 | $65,267 |
| Blue Chip Retirment Plans, Inc. | TPA-CONTRACT ADMIN | $12,931 | $10,000 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $9,087 | $0 |
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $7,992 | $0 |