Worldwide Techservices Retirement Savings Plan — Form 5500 plan (Worldwide Techservices, LLC)

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, Worldwide Techservices Retirement Savings Plan is a benefit plan reported by Worldwide Techservices, LLC under EIN 13-4114547 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,747 participants and $57,070,337 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worldwide Techservices, LLC
EIN
13-4114547
Plan number
001
Plan type
2
Location
North Billerica, MA
Latest filing year
2023
Participants
1,747
End-of-year plan assets
$57,070,337

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,747H, C20241010100751NAL0011360931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,070,337
Total liabilities (EOY)
$0
Net assets (EOY)
$57,070,337
Net assets (BOY)
$55,212,279

Income & contributions

Employer contributions
$397,946
Participant contributions
$2,460,492
Total contributions
$2,923,832
Total income / additions
$11,102,363

Expenses & distributions

Benefits paid
$9,256,910
Administrative expenses
$10,684
Total expenses
$9,244,305
Net increase / (decrease)
$1,858,058

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$10,684$02023

Related Form 5500 pages