Wts Paradigm, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wts Paradigm, LLC (EIN 20-1623787) is a plan sponsor located in Middleton, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1623787
Location
Middleton, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,441,467
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,441,467

Contributions & income

Employer contributions
$1,276,281
Participant contributions
$3,604,594
Total income / additions
$10,396,471

Expenses & distributions

Benefits paid / distributions
$1,751,475
Total expenses
$1,853,419
Net increase / (decrease)
$8,543,052

Coverage

Total reported participants
873
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wts Paradigm, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wts Paradigm Deferred Savings Plan001457$29,441,4672023
Wts Paradigm, LLC Group Insurance Plan505416not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wts Paradigm, LLC
YearPlanParticipantsSchedulesFiling
2023Wts Paradigm Deferred Savings Plan457H, C20241014211909NAL0013852595001
2023Wts Paradigm, LLC Group Insurance Plan41620250218125155NAL0002557747001

Related Form 5500 pages