2023 Form 5500 filing — Wo Cantey Services 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 20241014122533NAL0052228674001) for Wo Cantey Services 401(K) Plan, reported by Wo Cantey Services, Inc. under EIN 46-4485837 and plan number 001. It reports 161 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)$3MReported net assets$2,984,076
Participants161
Provider compensation$38.6K2 Schedule C row(s)$38,616
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014122533NAL0052228674001
Plan sponsor
Wo Cantey Services, Inc.
EIN
46-4485837
Plan number
001
Location
Camden, SC
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)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$421.6K
Benefits paid / distributions$383K
Contributions
Employer$306.1K
Participant$567.2K
Full reported line items
Total assets (EOY)
$2,984,076
Total liabilities (EOY)
$0
Net assets (EOY)
$2,984,076
Employer contributions
$306,102
Participant contributions
$567,210
Total income / additions
$1,323,868
Benefits paid
$382,968
Administrative expenses
$38,617
Total expenses
$421,585
Net increase / (decrease)
$902,283

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,330$0
Merrill Lynch Pierce Fenner & SmithCONSULTANT$6,286$0

Related Form 5500 pages