2023 Form 5500 filing — Van Wagner Group, LLC Retirement Savings 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 20240813101859NAL0010460897001) for Van Wagner Group, LLC Retirement Savings Plan, reported by Van Wagner Group, LLC under EIN 47-1648255 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813101859NAL0010460897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Wagner Group, LLC
- EIN
- 47-1648255
- Plan number
- 001
- Location
- New York, NY
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,387,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,387,390
- Employer contributions
- $544,897
- Participant contributions
- $1,048,891
- Total income / additions
- $6,412,842
- Benefits paid
- $1,628,296
- Administrative expenses
- $52,723
- Total expenses
- $1,681,019
- Net increase / (decrease)
- $4,731,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | RECORD KEEPER | $24,292 | $0 |
| Alliant Insurance Services | INVESTMENT ADVISOR | $21,125 | $0 |
| Sentinel Benefits Group, LLC | INVESTMENT ADVISOR | $7,306 | $0 |