World Market 401(K) Plan — Form 5500 plan (World Market, 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, World Market 401(K) Plan is a benefit plan reported by World Market, LLC under EIN 94-1067973 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,808 participants and $67,565,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
World Market, LLC
EIN
94-1067973
Plan number
002
Plan type
2
Location
Alameda, CA
Latest filing year
2023
Participants
4,808
End-of-year plan assets
$67,565,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,808H, C20240924112712NAL0012893345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,565,063
Total liabilities (EOY)
$823,733
Net assets (EOY)
$66,741,330
Net assets (BOY)
$54,075,518

Income & contributions

Employer contributions
$1,789,533
Participant contributions
$5,545,368
Total contributions
$8,160,057
Total income / additions
$19,414,312

Expenses & distributions

Benefits paid
$6,414,102
Administrative expenses
$122,564
Total expenses
$6,748,500
Net increase / (decrease)
$12,665,812

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$122,236$02023
Kestra Advisory Services LLCINVESTMENT ADVISOR$50,000not reported in the loaded dataset2023
Bd & Company, IncAUDITOR$10,500not reported in the loaded dataset2023

Related Form 5500 pages