2023 Form 5500 filing — Wtg Corporate Services, LLC And Affiliated Companies 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 20241015110352NAL0014451267001) for Wtg Corporate Services, LLC And Affiliated Companies 401(K) Plan, reported by Wtg Corporate Services, LLC under EIN 85-4142506 and plan number 001. It reports 386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110352NAL0014451267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wtg Corporate Services, LLC
- EIN
- 85-4142506
- Plan number
- 001
- Location
- Midland, TX
- Participants
- 386
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,428,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,428,148
- Employer contributions
- $585,324
- Participant contributions
- $869,465
- Total income / additions
- $3,599,904
- Benefits paid
- $1,102,539
- Administrative expenses
- $43,042
- Total expenses
- $1,145,581
- Net increase / (decrease)
- $2,454,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefits Seervices | INV. ADVISOR | $31,331 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER MGMT | $26,555 | not reported in the loaded dataset |
| Actuaries & Associates | CONTRACT ADMIN | $9,168 | $10,000 |
| Gallagher Benefit Services | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset |