2023 Form 5500 filing — Wistron 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 20241009022856NAL0010268483001) for Wistron 401(K) Plan, reported by Sms Infocomm Corporation under EIN 74-2777490 and plan number 001. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009022856NAL0010268483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sms Infocomm Corporation
- EIN
- 74-2777490
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,680,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,680,495
- Employer contributions
- $790,079
- Participant contributions
- $1,397,059
- Total income / additions
- $6,901,585
- Benefits paid
- $1,335,768
- Administrative expenses
- $48,137
- Total expenses
- $1,383,905
- Net increase / (decrease)
- $5,517,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $14,482 |
| Turner Stone And Company, Llp | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset |
| Morningstar | INVESTMENT ADVISORY | $0 | $4,727 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $4,497 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,497 | not reported in the loaded dataset |