2023 Form 5500 filing — Worldlink 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 20241009093252NAL0010482627001) for Worldlink 401(K) Plan, reported by Adi Worldlink, LLC Dba Worldlink under EIN 52-2100203 and plan number 001. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009093252NAL0010482627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Adi Worldlink, LLC Dba Worldlink
- EIN
- 52-2100203
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 617
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,828,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,828,644
- Participant contributions
- $2,373,805
- Total income / additions
- $4,625,787
- Benefits paid
- $2,294,500
- Administrative expenses
- $98,485
- Total expenses
- $2,439,618
- Net increase / (decrease)
- $2,186,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $69,755 | $0 |
| Usca Ria LLC | INVESTMENT/FINANCIAL ADVI | $28,730 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |