Worldcom Exchange, Inc. 401(K) Plan — Form 5500 plan (Worldcom Exchange, Inc.)

Plain-English plan 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, Worldcom Exchange, Inc. 401(K) Plan is a benefit plan reported by Worldcom Exchange, Inc. under EIN 04-3061090 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $22,156,759 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worldcom Exchange, Inc.
EIN
04-3061090
Plan number
001
Plan type
2
Location
Salem, NH
Latest filing year
2023
Participants
170
End-of-year plan assets
$22,156,759

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240813132040NAL0005801203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,156,759
Total liabilities (EOY)
$0
Net assets (EOY)
$22,156,759
Net assets (BOY)
$17,323,566

Income & contributions

Employer contributions
$565,809
Participant contributions
$1,785,483
Total contributions
$2,617,143
Total income / additions
$5,995,012

Expenses & distributions

Benefits paid
$1,101,736
Administrative expenses
$60,083
Total expenses
$1,161,819
Net increase / (decrease)
$4,833,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$58,433$02023
Osaic Wealth, IncINVESTMENT ADVISOR$47,390not reported in the loaded dataset2023
The Angell Pension Group IncCONTRACT ADMIN$1,200not reported in the loaded dataset2023

Related Form 5500 pages