Summit City Md 401(K) Plan — Form 5500 plan (Wp Citymd Bidco, 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, Summit City Md 401(K) Plan is a benefit plan reported by Wp Citymd Bidco, LLC under EIN 82-1318979 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,381 participants and $973,172,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wp Citymd Bidco, LLC
- EIN
- 82-1318979
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 14,381
- End-of-year plan assets
- $973,172,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,381 | H, C | 20241015121350NAL0047823824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $973,172,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $973,172,833
- Net assets (BOY)
- $787,767,342
Income & contributions
- Employer contributions
- $31,956,968
- Participant contributions
- $74,516,352
- Total contributions
- $121,953,235
- Total income / additions
- $265,891,505
Expenses & distributions
- Benefits paid
- $79,511,471
- Administrative expenses
- $858,274
- Total expenses
- $80,486,014
- Net increase / (decrease)
- $185,405,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $813,445 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $23,219 | not reported in the loaded dataset | 2023 |
| Shufro Rose And Co LLC | CONSULTANT | $16,783 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Service | CONSULTANT | $9,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wp Citymd Bidco, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Shufro Rose And Co LLC — Schedule C compensation
- Wealth Enhancement Advisory Service — Schedule C compensation