2023 Form 5500 filing — Wellsky Corporation 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 20241010143627NAL0041190066001) for Wellsky Corporation 401(K) Plan, reported by Wellsky Corporation under EIN 11-2209324 and plan number 001. It reports 2,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010143627NAL0041190066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellsky Corporation
- EIN
- 11-2209324
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 2,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $151,715,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $151,715,025
- Employer contributions
- $7,452,878
- Participant contributions
- $15,548,960
- Total income / additions
- $51,252,043
- Benefits paid
- $12,581,428
- Administrative expenses
- $301,297
- Total expenses
- $12,919,436
- Net increase / (decrease)
- $38,332,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $301,297 | $0 |
| Securian Financial Services Inc | INVESTMENT ADVISORY | $0 | $102,517 |
| Cetera Investment Advisers LLC | INVESTMENT ADVISORY | $0 | $18,734 |