Wsb LLC 401(K) New Comparability Plan And Trust — Form 5500 plan (Wsb 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, Wsb LLC 401(K) New Comparability Plan And Trust is a benefit plan reported by Wsb LLC under EIN 41-1820018 and plan number 001. The latest loaded filing year is 2023. The filing reports 839 participants and $90,591,670 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wsb LLC
- EIN
- 41-1820018
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 839
- End-of-year plan assets
- $90,591,670
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 839 | H, C | 20241015105209NAL0014433123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,591,670
- Net assets (EOY)
- $90,591,670
- Net assets (BOY)
- $70,944,872
Income & contributions
- Employer contributions
- $2,961,837
- Participant contributions
- $5,147,481
- Total contributions
- $9,384,345
- Total income / additions
- $23,062,929
Expenses & distributions
- Benefits paid
- $5,494,498
- Administrative expenses
- $137,580
- Total expenses
- $5,632,078
- Net increase / (decrease)
- $17,430,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resource Investment Advisors | REGISTERED IN VESTMENT AD | $49,992 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,090 | $0 | 2023 |