2023 Form 5500 filing — Wmf, Inc. Profit Sharing 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 20241015142305NAL0014828659001) for Wmf, Inc. Profit Sharing Plan, reported by Wmf, Inc. Dba Washington Metal Fabricators under EIN 43-1421970 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015142305NAL0014828659001
Filing year
2023
Form type
2
Plan sponsor
Wmf, Inc. Dba Washington Metal Fabricators
EIN
43-1421970
Plan number
001
Location
Washington, MO
Participants
151
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,945,655
Net assets (EOY)
$6,945,655
Employer contributions
$37,433
Participant contributions
$274,723
Total income / additions
$1,354,403
Benefits paid
$190,832
Administrative expenses
$9,527
Total expenses
$202,724
Net increase / (decrease)
$1,151,679
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Master Benefit Group, Inc.THIRD PARTY ADMINISTRATO$5,612$0
Capital Research And Management Co.RECORDKEEPER$3,915$0
Lpl FinancialINVEST ADV$0$0

Related Form 5500 pages