2023 Form 5500 filing — Wardlaw 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 20250210142603NAL0035197234001) for Wardlaw Companies 401(K) Plan, reported by Wardlaw Claims Services, LLC under EIN 74-2674209 and plan number 001. It reports 321 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210142603NAL0035197234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wardlaw Claims Services, LLC
- EIN
- 74-2674209
- Plan number
- 001
- Location
- Waco, TX
- Participants
- 321
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,429,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,429,620
- Participant contributions
- $580,648
- Total income / additions
- $789,196
- Benefits paid
- $123,158
- Administrative expenses
- $11,359
- Total expenses
- $134,517
- Net increase / (decrease)
- $654,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svs | RECORDKEEPER | $6,334 | not reported in the loaded dataset |
| Resource Benefits Adminstrators | THIRD PARTY ADMINISTRATO | $5,025 | not reported in the loaded dataset |