2023 Form 5500 filing — We Transport, Inc. Union 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 20260423133859NAL0007428032001) for We Transport, Inc. Union 401(K) Plan, reported by We Transport, Inc. under EIN 11-2017935 and plan number 003. It reports 2,525 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260423133859NAL0007428032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- We Transport, Inc.
- EIN
- 11-2017935
- Plan number
- 003
- Location
- Akron, OH
- Participants
- 2,525
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,936,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,936,642
- Employer contributions
- $1,182,092
- Participant contributions
- $2,298,068
- Total income / additions
- $5,593,349
- Benefits paid
- $2,590,519
- Administrative expenses
- $80,504
- Total expenses
- $2,671,023
- Net increase / (decrease)
- $2,922,326
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $69,811 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $34,460 | $0 |
| Creative Planning, Inc. | OTHER | $14,955 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT ADVISORY | $68 | not reported in the loaded dataset |