Plan5500

Wa/Df Conglomerate 401(K)/Profit Sharing Plan — Form 5500 plan (Standard Retirement Services, 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, Wa/Df Conglomerate 401(K)/Profit Sharing Plan is a benefit plan reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 100. The latest loaded filing year is 2023. The filing reports 3,319 participants and $111,194,797 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Standard Retirement Services, Inc.
EIN
25-1838406
Plan number
100
Plan type
3
Location
Portland, OR
Latest filing year
2023
Participants
3,319
End-of-year plan assets
$111,194,797

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,319H, C20241009125115NAL0031194368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$111,194,797
Total liabilities (EOY)
$0
Net assets (EOY)
$111,194,797
Net assets (BOY)
$79,297,815

Income & contributions

Employer contributions
$4,046,768
Participant contributions
$7,354,442
Total contributions
$13,081,687
Total income / additions
$27,765,675

Expenses & distributions

Benefits paid
$9,254,702
Administrative expenses
$274,878
Total expenses
$9,600,713
Net increase / (decrease)
$18,164,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wheeler Retirement PlansNONE$174,456not reported in the loaded dataset2023
Minnesota Life Insurance Company3(16)$119,536not reported in the loaded dataset2023

Related Form 5500 pages