2023 Form 5500 filing — Wingate Management Company 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 20241015102237NAL0014393603001) for Wingate Management Company 401(K) Plan, reported by Wingate Management Company LLC under EIN 20-2388094 and plan number 001. It reports 839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102237NAL0014393603001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wingate Management Company LLC
- EIN
- 20-2388094
- Plan number
- 001
- Location
- Newton, MA
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,292,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,292,545
- Employer contributions
- $351,321
- Participant contributions
- $1,983,998
- Total income / additions
- $6,468,767
- Benefits paid
- $1,726,891
- Administrative expenses
- $34,142
- Total expenses
- $1,784,149
- Net increase / (decrease)
- $4,684,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISORS | $45,249 | $0 |
| The Pension Service, Inc. | CONTRACT ADMIN | $22,550 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,029 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |