Profit Sharing Retirement Plan For Employees Of Wgi, Inc. — Form 5500 plan (Employees Of Wgi, 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, Profit Sharing Retirement Plan For Employees Of Wgi, Inc. is a benefit plan reported by Employees Of Wgi, Inc. under EIN 04-3540322 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $8,009,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Employees Of Wgi, Inc.
- EIN
- 04-3540322
- Plan number
- 001
- Plan type
- 2
- Location
- Southwick, MA
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $8,009,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015171410NAL0030458385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,009,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,009,104
- Net assets (BOY)
- $7,171,843
Income & contributions
- Employer contributions
- $106,815
- Participant contributions
- $376,947
- Total contributions
- $488,244
- Total income / additions
- $1,465,920
Expenses & distributions
- Benefits paid
- $597,475
- Administrative expenses
- $31,184
- Total expenses
- $628,659
- Net increase / (decrease)
- $837,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,842 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $20,862 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $17,307 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,501 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Employees Of Wgi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Southwick, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation