2023 Form 5500 filing — Worldwide Equipment Enterprises, Inc. Employees Savings
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 20241015200441NAL0029560913001) for Worldwide Equipment Enterprises, Inc. Employees Savings, reported by Worldwide Equipment Enterprises under EIN 61-1077939 and plan number 002. It reports 1,115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200441NAL0029560913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worldwide Equipment Enterprises
- EIN
- 61-1077939
- Plan number
- 002
- Location
- Knoxville, TN
- Participants
- 1,115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,364,853
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,364,853
- Employer contributions
- $454,818
- Participant contributions
- $2,440,436
- Total income / additions
- $6,797,590
- Benefits paid
- $2,924,073
- Administrative expenses
- $108,833
- Total expenses
- $3,032,906
- Net increase / (decrease)
- $3,764,684
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $59,547 | $0 |
| Mcf Advisors | INVESTMENT/FINANCIAL ADVI | $49,285 | $0 |