Plan5500

Wellsky Corporation 401(K) Plan — Form 5500 plan (Wellsky Corporation)

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, Wellsky Corporation 401(K) Plan is a benefit plan reported by Wellsky Corporation under EIN 11-2209324 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,319 participants and $151,715,025 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wellsky Corporation
EIN
11-2209324
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
2,319
End-of-year plan assets
$151,715,025

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,319H, C20241010143627NAL0041190066001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$151,715,025
Total liabilities (EOY)
$0
Net assets (EOY)
$151,715,025
Net assets (BOY)
$113,276,043

Income & contributions

Employer contributions
$7,452,878
Participant contributions
$15,548,960
Total contributions
$31,795,357
Total income / additions
$51,252,043

Expenses & distributions

Benefits paid
$12,581,428
Administrative expenses
$301,297
Total expenses
$12,919,436
Net increase / (decrease)
$38,332,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$301,297$02023
Securian Financial Services IncINVESTMENT ADVISORY$0$102,5172023
Cetera Investment Advisers LLCINVESTMENT ADVISORY$0$18,7342023

Related Form 5500 pages