2023 Form 5500 filing — Wb Engineering & Consulting, Pllc 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 20241002130004NAL0008288257001) for Wb Engineering & Consulting, Pllc Retirement Savings Plan, reported by Wb Engineers + Consultants Inc. under EIN 06-1228800 and plan number 002. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130004NAL0008288257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wb Engineers + Consultants Inc.
- EIN
- 06-1228800
- Plan number
- 002
- Location
- New York, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,685,283
- Total liabilities (EOY)
- $22,373
- Net assets (EOY)
- $43,662,910
- Employer contributions
- $696,521
- Participant contributions
- $1,686,948
- Total income / additions
- $11,958,803
- Benefits paid
- $2,095,049
- Administrative expenses
- $72,618
- Total expenses
- $2,152,815
- Net increase / (decrease)
- $9,805,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,698 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $51,327 |