Witf, Inc. 401(K) Retirement Plan — Form 5500 plan (Witf, 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, Witf, Inc. 401(K) Retirement Plan is a benefit plan reported by Witf, Inc. under EIN 23-1629016 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $11,136,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Witf, Inc.
- EIN
- 23-1629016
- Plan number
- 003
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 123
- End-of-year plan assets
- $11,136,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20250117133044NAL0025205665001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,136,424
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,136,424
- Net assets (BOY)
- $9,843,847
Income & contributions
- Employer contributions
- $305,671
- Participant contributions
- $382,939
- Total contributions
- $692,175
- Total income / additions
- $2,184,302
Expenses & distributions
- Benefits paid
- $890,405
- Administrative expenses
- $1,320
- Total expenses
- $891,725
- Net increase / (decrease)
- $1,292,577
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
| Boston Trust Investment , Inc. | NONE | $0 | $0 | 2023 |
| Everence Capital, Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Witf, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation
- Boston Trust Investment , Inc. — Schedule C compensation
- Everence Capital, Inc — Schedule C compensation