Worldlink 401(K) Plan — Form 5500 plan (Adi Worldlink, LLC Dba Worldlink)

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, Worldlink 401(K) Plan is a benefit plan reported by Adi Worldlink, LLC Dba Worldlink under EIN 52-2100203 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $12,828,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adi Worldlink, LLC Dba Worldlink
EIN
52-2100203
Plan number
001
Plan type
2
Location
Frisco, TX
Latest filing year
2023
Participants
617
End-of-year plan assets
$12,828,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023617H, C20241009093252NAL0010482627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,828,644
Total liabilities (EOY)
$0
Net assets (EOY)
$12,828,644
Net assets (BOY)
$10,642,475

Income & contributions

Participant contributions
$2,373,805
Total contributions
$2,468,753
Total income / additions
$4,625,787

Expenses & distributions

Benefits paid
$2,294,500
Administrative expenses
$98,485
Total expenses
$2,439,618
Net increase / (decrease)
$2,186,169

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$69,755$02023
Usca Ria LLCINVESTMENT/FINANCIAL ADVI$28,730$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages