W&P Management Profit Sharing And 401(K) Plan — Form 5500 plan (W&P Management, 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, W&P Management Profit Sharing And 401(K) Plan is a benefit plan reported by W&P Management, LLC under EIN 38-3639540 and plan number 001. The latest loaded filing year is 2023. The filing reports 504 participants and $25,332,827 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W&P Management, LLC
- EIN
- 38-3639540
- Plan number
- 001
- Plan type
- 2
- Location
- Utica, MI
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $25,332,827
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20240926164322NAL0000956193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,332,827
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,332,827
- Net assets (BOY)
- $20,630,470
Income & contributions
- Employer contributions
- $758,334
- Participant contributions
- $1,624,188
- Total contributions
- $2,714,619
- Total income / additions
- $6,388,244
Expenses & distributions
- Benefits paid
- $1,582,498
- Administrative expenses
- $103,389
- Total expenses
- $1,685,887
- Net increase / (decrease)
- $4,702,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $43,096 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,078 | $0 | 2023 |
| Uhy Llp | AUDITOR | $27,690 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for W&P Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Utica, MI
- Gregory J Schwartz & Company Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Uhy Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation