W&L Mail Service, Inc. Retirement Plan — Form 5500 plan (W&L Mail Service, 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, W&L Mail Service, Inc. Retirement Plan is a benefit plan reported by W&L Mail Service, Inc. under EIN 26-4077437 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $2,011,595 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2MPlan net assets, end of year$2,011,595
Participants317Covered participants reported
Assets / participant$6.3KComputed: assets ÷ participants$6,346 (computed)
Provider compensation$27.2K2 Schedule C provider row(s)$27,168
- Plan sponsor
- W&L Mail Service, Inc.
- EIN
- 26-4077437
- Plan number
- 001
- Plan type
- 2
- Location
- Keysville, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20240925141026NAL0014817201001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,011,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,011,595
- Net assets (BOY)
- $1,998,553
Income & contributions
- Employer contributions
- $671,604
- Total contributions
- $675,649
- Total income / additions
- $946,745
Expenses & distributions
- Benefits paid
- $915,885
- Administrative expenses
- $17,818
- Total expenses
- $933,703
- Net increase / (decrease)
- $13,042
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets46%Computed ratio
Benefits paid ÷ total income97%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Of Omaha | INVESTMENT COMPANY | $18,788 | $0 | 2023 |
| Stadion Money Management | NONE | $8,380 | not reported in the loaded dataset | 2023 |