We Employees' 401(K) Cash Or Deferred Retirement Plan — Form 5500 plan (Waggener Edstrom Worldwide, 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, We Employees' 401(K) Cash Or Deferred Retirement Plan is a benefit plan reported by Waggener Edstrom Worldwide, Inc. under EIN 93-0847156 and plan number 001. The latest loaded filing year is 2023. The filing reports 911 participants and $96,547,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Waggener Edstrom Worldwide, Inc.
- EIN
- 93-0847156
- Plan number
- 001
- Plan type
- 2
- Location
- Bellevue, WA
- Latest filing year
- 2023
- Participants
- 911
- End-of-year plan assets
- $96,547,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 911 | H, C | 20240725213745NAL0015362321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,547,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $96,547,935
- Net assets (BOY)
- $79,194,243
Income & contributions
- Employer contributions
- $1,744,854
- Participant contributions
- $6,028,587
- Total contributions
- $8,037,656
- Total income / additions
- $22,825,107
Expenses & distributions
- Benefits paid
- $5,300,228
- Administrative expenses
- $168,759
- Total expenses
- $5,471,415
- Net increase / (decrease)
- $17,353,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $72,440 | $0 | 2023 |
| Retirement Consulting Group Inc | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Perkins & Company P.C. | NONE | $32,214 | not reported in the loaded dataset | 2023 |
| Vanguard Advisers Inc. | NONE | $14,806 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Waggener Edstrom Worldwide, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Bellevue, WA
- The Vanguard Group, Inc. — Schedule C compensation
- Retirement Consulting Group Inc — Schedule C compensation
- Perkins & Company P.C. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation