2023 Form 5500 filing — Wsb LLC 401(K) New Comparability Plan And Trust
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 20241015105209NAL0014433123001) for Wsb LLC 401(K) New Comparability Plan And Trust, reported by Wsb LLC under EIN 41-1820018 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
- 20241015105209NAL0014433123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wsb LLC
- EIN
- 41-1820018
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $90,591,670
- Net assets (EOY)
- $90,591,670
- Employer contributions
- $2,961,837
- Participant contributions
- $5,147,481
- Total income / additions
- $23,062,929
- Benefits paid
- $5,494,498
- Administrative expenses
- $137,580
- Total expenses
- $5,632,078
- Net increase / (decrease)
- $17,430,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resource Investment Advisors | REGISTERED IN VESTMENT AD | $49,992 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,090 | $0 |