2023 Form 5500 filing — Waystar, Inc 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 20241009163056NAL0018749377001) for Waystar, Inc Retirement Plan, reported by Waystar, Inc. under EIN 61-1358935 and plan number 002. It reports 1,956 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$130.1MReported net assets$130,095,825
Participants2K1,956
Provider compensation$162K2 Schedule C row(s)$162,034
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009163056NAL0018749377001
- Plan sponsor
- Waystar, Inc.
- EIN
- 61-1358935
- Plan number
- 002
- Location
- Louisvile, KY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$130.1M total assets
Net assets$130.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $130,095,825
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,095,825
- Employer contributions
- $4,064,797
- Participant contributions
- $11,448,249
- Total income / additions
- $37,668,350
- Benefits paid
- $10,121,049
- Administrative expenses
- $162,034
- Total expenses
- $10,308,228
- Net increase / (decrease)
- $27,360,122
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $105,861 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $56,173 | not reported in the loaded dataset |