2023 Form 5500 filing — Wayne Enterprises, Inc. 401(K) 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 20240924110707NAL0026000706001) for Wayne Enterprises, Inc. 401(K) Retirement Savings Plan, reported by Wayne Enterprises, Inc. under EIN 76-0000815 and plan number 001. It reports 166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924110707NAL0026000706001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayne Enterprises, Inc.
- EIN
- 76-0000815
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,301,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,301,632
- Employer contributions
- $132,443
- Participant contributions
- $401,733
- Total income / additions
- $1,093,886
- Benefits paid
- $65,036
- Administrative expenses
- $51,643
- Total expenses
- $129,542
- Net increase / (decrease)
- $964,344
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Advisors LLC | INVESTMENT ADVISOR | $22,800 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,992 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,571 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,280 | not reported in the loaded dataset |