2023 Form 5500 filing — Wayne Transports, Inc. 401(K) Retirement 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 20241009142349NAL0019427617001) for Wayne Transports, Inc. 401(K) Retirement Plan, reported by Wayne Transports, Inc under EIN 41-0964489 and plan number 001. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142349NAL0019427617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wayne Transports, Inc
- EIN
- 41-0964489
- Plan number
- 001
- Location
- Rosemount, MN
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,147,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,147,745
- Employer contributions
- $1,232,411
- Participant contributions
- $3,588,839
- Total income / additions
- $9,878,557
- Benefits paid
- $3,644,907
- Administrative expenses
- $110,118
- Total expenses
- $3,804,794
- Net increase / (decrease)
- $6,073,763
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $137,487 | $0 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISOR | $39,626 | not reported in the loaded dataset |
| Midwest Pension & Profit Sharing Se | THIRD PARTY ADMINISTRATO | $17,673 | $4,913 |
| Dwc Erisa Consultants LLC | TPA | $11,201 | $3,281 |