Ware Group, LLC 401(K) Plan — Form 5500 plan (Ware Group, 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, Ware Group, LLC 401(K) Plan is a benefit plan reported by Ware Group, LLC under EIN 26-3590999 and plan number 001. The latest loaded filing year is 2023. The filing reports 455 participants and $28,447,154 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ware Group, LLC
EIN
26-3590999
Plan number
001
Plan type
2
Location
Jacksonville, FL
Latest filing year
2023
Participants
455
End-of-year plan assets
$28,447,154

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023455H, C20241007170230NAL0026768992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,447,154
Total liabilities (EOY)
$0
Net assets (EOY)
$28,447,154
Net assets (BOY)
$19,972,325

Income & contributions

Employer contributions
$513,452
Participant contributions
$1,568,937
Total contributions
$6,809,673
Total income / additions
$10,611,121

Expenses & distributions

Benefits paid
$2,043,822
Administrative expenses
$92,470
Total expenses
$2,136,292
Net increase / (decrease)
$8,474,829

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$87,354$02023
Nfp RetirementINVESTMENT ADVISORY$0$50,0002023
AscensusCONTRACT ADMINISTRATOR$5,115$10,1342023

Related Form 5500 pages