Wellbore Integrity Solutions 401(K) Plan — Form 5500 plan (Wellbore Integrity Solutions 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, Wellbore Integrity Solutions 401(K) Plan is a benefit plan reported by Wellbore Integrity Solutions LLC under EIN 83-4095343 and plan number 001. The latest loaded filing year is 2023. The filing reports 536 participants and $25,535,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wellbore Integrity Solutions LLC
- EIN
- 83-4095343
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 536
- End-of-year plan assets
- $25,535,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 536 | H, C | 20241011152759NAL0012704995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,535,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,535,508
- Net assets (BOY)
- $19,235,584
Income & contributions
- Employer contributions
- $1,315,832
- Participant contributions
- $2,638,498
- Total contributions
- $4,790,603
- Total income / additions
- $8,055,747
Expenses & distributions
- Benefits paid
- $1,662,408
- Administrative expenses
- $93,415
- Total expenses
- $1,755,823
- Net increase / (decrease)
- $6,299,924
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | NONE | $52,128 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | NONE | $41,287 | $0 | 2023 |