2023 Form 5500 filing — Waco, Inc. 401(K) Retirement & Savings 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 20241013101800NAL0013995443001) for Waco, Inc. 401(K) Retirement & Savings Plan, reported by Waco, Inc. under EIN 54-0720555 and plan number 004. It reports 642 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013101800NAL0013995443001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Waco, Inc.
- EIN
- 54-0720555
- Plan number
- 004
- Location
- Sandston, VA
- Participants
- 642
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,378,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,378,503
- Employer contributions
- $150,120
- Participant contributions
- $764,030
- Total income / additions
- $5,551,450
- Benefits paid
- $1,148,164
- Administrative expenses
- $54,719
- Total expenses
- $1,219,286
- Net increase / (decrease)
- $4,332,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Midatlantic Capital Management | NONE | $24,993 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $16,901 | $0 |
| Brown Edwards | NONE | $9,000 | not reported in the loaded dataset |