2023 Form 5500 filing — Wgi, 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 20240917102426NAL0002753073001) for Wgi, Inc. 401(K) Plan, reported by Wgi, Inc. under EIN 65-0271367 and plan number 002. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$50.8MReported net assets$50,763,866
Participants795
Provider compensation$190.1K3 Schedule C row(s)$190,148
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240917102426NAL0002753073001
- Plan sponsor
- Wgi, Inc.
- EIN
- 65-0271367
- Plan number
- 002
- Location
- West Palm Beach, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$50.8M total assets
Net assets$50.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,763,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,763,866
- Employer contributions
- $1,084,843
- Participant contributions
- $4,025,143
- Total income / additions
- $15,624,156
- Benefits paid
- $3,229,322
- Administrative expenses
- $230,456
- Total expenses
- $3,459,778
- Net increase / (decrease)
- $12,164,378
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Fas & Eps (Ria) | RIA | $113,426 | $0 |
| R .J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $35,360 | $39,726 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $1,636 | $0 |