Wt Transfer Holding Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Wt Transfer Holding Company, 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, Wt Transfer Holding Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Wt Transfer Holding Company, LLC under EIN 46-4363755 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $4,881,932 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wt Transfer Holding Company, LLC
EIN
46-4363755
Plan number
001
Plan type
2
Location
Springdale, AR
Latest filing year
2023
Participants
160
End-of-year plan assets
$4,881,932

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241002180832NAL0015088000002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,881,932
Net assets (EOY)
$4,881,932
Net assets (BOY)
$3,632,793

Income & contributions

Employer contributions
$117,054
Participant contributions
$352,824
Total contributions
$746,318
Total income / additions
$1,365,418

Expenses & distributions

Benefits paid
$114,651
Administrative expenses
$1,628
Total expenses
$116,279
Net increase / (decrease)
$1,249,139

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Si Holdings Dba Stephen Inc.INVESTMENT ADVISOR$15,708$02023

Related Form 5500 pages