2023 Form 5500 filing — Washington Mills Management, Inc. 401(K) & Profit Sharing 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 20241002154821NAL0017185234001) for Washington Mills Management, Inc. 401(K) & Profit Sharing Plan, reported by Washington Mills Management, Inc. under EIN 26-1206539 and plan number 002. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002154821NAL0017185234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Mills Management, Inc.
- EIN
- 26-1206539
- Plan number
- 002
- Location
- Niagara Falls, NY
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,071,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,071,248
- Employer contributions
- $1,162,076
- Participant contributions
- $1,530,005
- Total income / additions
- $12,051,645
- Benefits paid
- $5,804,552
- Administrative expenses
- $111,201
- Total expenses
- $5,941,197
- Net increase / (decrease)
- $6,110,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $79,017 | $0 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $31,507 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $677 | not reported in the loaded dataset |