Wavepoint 3pl 401(K) Plan — Form 5500 plan (Wavepoint 3pl, 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, Wavepoint 3pl 401(K) Plan is a benefit plan reported by Wavepoint 3pl, Inc. under EIN 84-4186037 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $3,506,418 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wavepoint 3pl, Inc.
EIN
84-4186037
Plan number
001
Plan type
2
Location
North East, PA
Latest filing year
2023
Participants
353
End-of-year plan assets
$3,506,418

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023353H, C20241014162315NAL0013614931005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,506,418
Total liabilities (EOY)
$6,250
Net assets (EOY)
$3,500,168
Net assets (BOY)
$2,694,383

Income & contributions

Employer contributions
$205,561
Participant contributions
$525,504
Total contributions
$731,065
Total income / additions
$1,146,236

Expenses & distributions

Benefits paid
$297,096
Administrative expenses
$43,355
Total expenses
$340,451
Net increase / (decrease)
$805,785

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
DefinitiRECORDKEEPER$24,017not reported in the loaded dataset2023
Northwest BankTRUSTEE, UNRELATED$19,338not reported in the loaded dataset2023

Related Form 5500 pages