2023 Form 5500 filing — W&P Management Profit Sharing And 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 20240926164322NAL0000956193001) for W&P Management Profit Sharing And 401(K) Plan, reported by W&P Management, LLC under EIN 38-3639540 and plan number 001. It reports 504 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926164322NAL0000956193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W&P Management, LLC
- EIN
- 38-3639540
- Plan number
- 001
- Location
- Utica, MI
- Participants
- 504
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,332,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,332,827
- Employer contributions
- $758,334
- Participant contributions
- $1,624,188
- Total income / additions
- $6,388,244
- Benefits paid
- $1,582,498
- Administrative expenses
- $103,389
- Total expenses
- $1,685,887
- Net increase / (decrease)
- $4,702,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $43,096 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,078 | $0 |
| Uhy Llp | AUDITOR | $27,690 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,525 | not reported in the loaded dataset |