Wgi, Inc. 401(K) Plan — Form 5500 plan (Wgi, Inc.)
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, Wgi, Inc. 401(K) Plan is a benefit plan reported by Wgi, Inc. under EIN 65-0271367 and plan number 002. The latest loaded filing year is 2023. The filing reports 795 participants and $50,763,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wgi, Inc.
- EIN
- 65-0271367
- Plan number
- 002
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $50,763,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20240917102426NAL0002753073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,763,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,763,866
- Net assets (BOY)
- $38,599,488
Income & contributions
- Employer contributions
- $1,084,843
- Participant contributions
- $4,025,143
- Total contributions
- $8,193,666
- Total income / additions
- $15,624,156
Expenses & distributions
- Benefits paid
- $3,229,322
- Administrative expenses
- $230,456
- Total expenses
- $3,459,778
- Net increase / (decrease)
- $12,164,378
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Fas & Eps (Ria) | RIA | $113,426 | $0 | 2023 |
| R .J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $35,360 | $39,726 | 2023 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $1,636 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wgi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Merrill Lynch Fas & Eps (Ria) — Schedule C compensation
- R .J. L. Pension Services, Inc. — Schedule C compensation
- John Hancock Life Insurance Co. Usa — Schedule C compensation