2023 Form 5500 filing — 14 W Administrative Services, LLC. 401(K) Savings & 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 20240806103302NAL0005450466001) for 14 W Administrative Services, LLC. 401(K) Savings & Retirement Plan, reported by 14w Administrative Services LLC under EIN 52-2325681 and plan number 001. It reports 1,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806103302NAL0005450466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 14w Administrative Services LLC
- EIN
- 52-2325681
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 1,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,170,274
- Total liabilities (EOY)
- $3,810
- Net assets (EOY)
- $97,166,464
- Employer contributions
- $1,388,632
- Participant contributions
- $4,652,046
- Total income / additions
- $21,977,999
- Benefits paid
- $7,378,742
- Administrative expenses
- -$37,699
- Total expenses
- $7,340,941
- Net increase / (decrease)
- $14,637,058
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$103,016 | $0 |