W&B Service Company, L.P. 401(K) Retirement Plan — Form 5500 plan (W&B Service Company, L.P.)

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, W&B Service Company, L.P. 401(K) Retirement Plan is a benefit plan reported by W&B Service Company, L.P. under EIN 75-2962625 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $18,401,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W&B Service Company, L.P.
EIN
75-2962625
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
520
End-of-year plan assets
$18,401,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20240820102815NAL0001670371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,401,066
Total liabilities (EOY)
$0
Net assets (EOY)
$18,401,066
Net assets (BOY)
$14,547,672

Income & contributions

Employer contributions
$545,326
Participant contributions
$1,747,847
Total contributions
$2,459,357
Total income / additions
$4,801,087

Expenses & distributions

Benefits paid
$865,038
Administrative expenses
$79,530
Total expenses
$947,693
Net increase / (decrease)
$3,853,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$49,993$02023
Frost BankADVISOR$29,537not reported in the loaded dataset2023

Related Form 5500 pages