Worldwide Equipment Enterprises, Inc. Employees Savings — Form 5500 plan (Worldwide Equipment Enterprises)

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, Worldwide Equipment Enterprises, Inc. Employees Savings is a benefit plan reported by Worldwide Equipment Enterprises under EIN 61-1077939 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,115 participants and $27,364,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worldwide Equipment Enterprises
EIN
61-1077939
Plan number
002
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
1,115
End-of-year plan assets
$27,364,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,115H, C20241015200441NAL0029560913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,364,853
Total liabilities (EOY)
$0
Net assets (EOY)
$27,364,853
Net assets (BOY)
$23,600,169

Income & contributions

Employer contributions
$454,818
Participant contributions
$2,440,436
Total contributions
$3,133,224
Total income / additions
$6,797,590

Expenses & distributions

Benefits paid
$2,924,073
Administrative expenses
$108,833
Total expenses
$3,032,906
Net increase / (decrease)
$3,764,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$59,547$02023
Mcf AdvisorsINVESTMENT/FINANCIAL ADVI$49,285$02023

Related Form 5500 pages