2023 Form 5500 filing — Ware Industries, 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 20241011083614NAL0022421217001) for Ware Industries, Inc. 401(K) Retirement Plan, reported by Ware Industries, Inc. under EIN 22-2952878 and plan number 004. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011083614NAL0022421217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ware Industries, Inc.
- EIN
- 22-2952878
- Plan number
- 004
- Location
- South Plainfield, NJ
- Participants
- 351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,609,451
- Total liabilities (EOY)
- $29,015
- Net assets (EOY)
- $19,580,436
- Employer contributions
- $409,105
- Participant contributions
- $1,600,858
- Total income / additions
- $4,520,390
- Benefits paid
- $1,052,889
- Administrative expenses
- $58,470
- Total expenses
- $1,180,590
- Net increase / (decrease)
- $3,339,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,155 | $0 |
| Mma Securities LLC | BROKER/ADVISER | $0 | $27,184 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,366 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $3,349 | not reported in the loaded dataset |