Wcp 401k Pooled Employer Plan — Form 5500 plan (Austin 3(16) Fiduciary Limited)

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, Wcp 401k Pooled Employer Plan is a benefit plan reported by Austin 3(16) Fiduciary Limited under EIN 46-2981114 and plan number 051. The latest loaded filing year is 2023. The filing reports 93 participants and $2,812,823 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,812,823
Participants93Covered participants reported
Assets / participant$30.2KComputed: assets ÷ participants$30,245 (computed)
Provider compensationNone reported
Plan sponsor
Austin 3(16) Fiduciary Limited
EIN
46-2981114
Plan number
051
Plan type
3
Location
Garden City, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202393I20240918111805NAL0009367586001
Schedule I · 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)$2.8M total assets
Net assets$2.8MLiabilities
Money in vs. money out
Total income / additions$719.5K
Total expenses$100K
Benefits paid / distributions$69.9K
Contributions
Employer$133.9K
Participant$246.8K
Full reported line items

Net assets

Total assets (EOY)
$2,812,823
Net assets (EOY)
$2,812,823
Net assets (BOY)
$2,193,337

Income & contributions

Employer contributions
$133,950
Participant contributions
$246,824
Total income / additions
$719,491

Expenses & distributions

Benefits paid
$69,856
Administrative expenses
$30,149
Total expenses
$100,005
Net increase / (decrease)
$619,486
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.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages