2023 Form 5500 filing — The Washington Trust Company 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 20240912202615NAL0010661281001) for The Washington Trust Company 401(K) Plan, reported by The Washington Trust Company, Of Westerly under EIN 05-0235370 and plan number 002. It reports 773 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912202615NAL0010661281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Washington Trust Company, Of Westerly
- EIN
- 05-0235370
- Plan number
- 002
- Location
- Westerly, RI
- Participants
- 773
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $131,033,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,033,222
- Employer contributions
- $3,423,385
- Participant contributions
- $6,851,250
- Total income / additions
- $31,162,654
- Benefits paid
- $6,869,965
- Administrative expenses
- $110,239
- Total expenses
- $6,990,603
- Net increase / (decrease)
- $24,172,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $79,397 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $30,842 | not reported in the loaded dataset |