2023 Form 5500 filing — Wawa, Inc. Employee Stock Ownership 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 20241014125730NAL0014958307001) for Wawa, Inc. Employee Stock Ownership Plan, reported by Wawa, Inc. under EIN 21-0515330 and plan number 005. It reports 47,519 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125730NAL0014958307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wawa, Inc.
- EIN
- 21-0515330
- Plan number
- 005
- Location
- Wawa, PA
- Participants
- 47,519
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,338,226,537
- Total liabilities (EOY)
- $174,235,925
- Net assets (EOY)
- $5,163,990,612
- Total income / additions
- $1,181,526,636
- Benefits paid
- $314,654,661
- Administrative expenses
- $1,210,245
- Total expenses
- $320,341,444
- Net increase / (decrease)
- $861,185,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Argent Financial | NONE | $722,415 | not reported in the loaded dataset |
| Transition Finance Strategies LLC | NONE | $435,433 | not reported in the loaded dataset |
| Rsm Us Llp | NONE | $39,483 | not reported in the loaded dataset |
| Ballard Spahr Llp | NONE | $12,914 | not reported in the loaded dataset |