Wingate Management Company 401(K) Plan — Form 5500 plan (Wingate Management Company 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, Wingate Management Company 401(K) Plan is a benefit plan reported by Wingate Management Company LLC under EIN 20-2388094 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $26,292,545 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wingate Management Company LLC
- EIN
- 20-2388094
- Plan number
- 001
- Plan type
- 2
- Location
- Newton, MA
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $26,292,545
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20241015102237NAL0014393603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,292,545
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,292,545
- Net assets (BOY)
- $21,607,927
Income & contributions
- Employer contributions
- $351,321
- Participant contributions
- $1,983,998
- Total contributions
- $2,712,590
- Total income / additions
- $6,468,767
Expenses & distributions
- Benefits paid
- $1,726,891
- Administrative expenses
- $34,142
- Total expenses
- $1,784,149
- Net increase / (decrease)
- $4,684,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors, LLC | INVESTMENT ADVISORS | $45,249 | $0 | 2023 |
| The Pension Service, Inc. | CONTRACT ADMIN | $22,550 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $30,029 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wingate Management Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Newton, MA
- Onedigital Investment Advisors, LLC — Schedule C compensation
- The Pension Service, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation