Wealth Plan Investment Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wealth Plan Investment Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $103,483 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $103,483
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $103,483
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Engineered Controls Inc. | NE | 1 | $33,457 |
| Midwest Surgical Hospital, LLC | NE | 1 | $28,976 |
| Helpside Inc. | UT | 1 | $22,013 |
| Pando LLC | NE | 1 | $19,037 |
State footprint
Plans reporting Wealth Plan Investment Management are sponsored in NE (3), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Engineered Controls Inc. | Eci/Cd 401(K) Plan | 2023 | $33,457 | not reported in the loaded dataset |
| Midwest Surgical Hospital, LLC | Midwest Surgical Hospital, LLC 401(K) Plan | 2023 | $28,976 | not reported in the loaded dataset |
| Helpside Inc. | Helpside Inc. 401(K) Plan | 2023 | $22,013 | not reported in the loaded dataset |
| Pando LLC | Pando 401(K) Plan | 2023 | $19,037 | not reported in the loaded dataset |
Related Form 5500 pages
- Eci/Cd 401(K) Plan (plan 001)
- Engineered Controls Inc. — all reported plans
- Midwest Surgical Hospital, LLC 401(K) Plan (plan 001)
- Midwest Surgical Hospital, LLC — all reported plans
- Helpside Inc. 401(K) Plan (plan 333)
- Helpside Inc. — all reported plans
- Pando 401(K) Plan (plan 001)
- Pando LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources