The Widewaters Group Inc. Retirement Savings Plan — Form 5500 plan (The Widewaters Group 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, The Widewaters Group Inc. Retirement Savings Plan is a benefit plan reported by The Widewaters Group Inc. under EIN 16-1239842 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $38,783,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Widewaters Group Inc.
- EIN
- 16-1239842
- Plan number
- 001
- Plan type
- 2
- Location
- East Syracuse, NY
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $38,783,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20240927095015NAL0000961411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,783,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,248
- Net assets (BOY)
- $33,898,174
Income & contributions
- Employer contributions
- $715,749
- Participant contributions
- $1,773,708
- Total contributions
- $2,536,340
- Total income / additions
- $8,854,207
Expenses & distributions
- Benefits paid
- $3,944,240
- Administrative expenses
- $65,260
- Total expenses
- $3,969,133
- Net increase / (decrease)
- $4,885,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $68,442 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,182 | $0 | 2023 |