2023 Form 5500 filing — Wendpartners 401k 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 20240927112739NAL0002208161001) for Wendpartners 401k Plan, reported by Wendcentral Corp. under EIN 16-1416070 and plan number 001. It reports 1,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927112739NAL0002208161001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wendcentral Corp.
- EIN
- 16-1416070
- Plan number
- 001
- Location
- Cortland, NY
- Participants
- 1,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,890,534
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,890,534
- Employer contributions
- $57,528
- Participant contributions
- $456,354
- Total income / additions
- $2,302,727
- Benefits paid
- $2,267,476
- Administrative expenses
- $104,806
- Total expenses
- $2,389,463
- Net increase / (decrease)
- -$86,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | REGISTERED INV. ADVISOR | $58,927 | not reported in the loaded dataset |
| John Hancock New York | RECORDKEEPER CUSTODIAN | $3,066 | not reported in the loaded dataset |