Wb Engineering & Consulting, Pllc Retirement Savings Plan — Form 5500 plan (Wb Engineers + Consultants 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, Wb Engineering & Consulting, Pllc Retirement Savings Plan is a benefit plan reported by Wb Engineers + Consultants Inc. under EIN 06-1228800 and plan number 002. The latest loaded filing year is 2023. The filing reports 251 participants and $43,685,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wb Engineers + Consultants Inc.
EIN
06-1228800
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
251
End-of-year plan assets
$43,685,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20241002130004NAL0008288257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,685,283
Total liabilities (EOY)
$22,373
Net assets (EOY)
$43,662,910
Net assets (BOY)
$33,856,922

Income & contributions

Employer contributions
$696,521
Participant contributions
$1,686,948
Total contributions
$2,737,897
Total income / additions
$11,958,803

Expenses & distributions

Benefits paid
$2,095,049
Administrative expenses
$72,618
Total expenses
$2,152,815
Net increase / (decrease)
$9,805,988

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,698$02023
Wells Fargo Advisors Fin NetworkINVESTMENT ADVISORY$0$51,3272023

Related Form 5500 pages