2023 Form 5500 filing — Wsfs Financial Corporation Section 401k Savings & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710065012NAL0022336512001) for Wsfs Financial Corporation Section 401k Savings & Retirement Plan, reported by Wilmington Savings Fund Society, Fsb under EIN 51-0054940 and plan number 002. It reports 2,997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710065012NAL0022336512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilmington Savings Fund Society, Fsb
- EIN
- 51-0054940
- Plan number
- 002
- Location
- Wilmington, DE
- Participants
- 2,997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,868,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,868,011
- Employer contributions
- $9,871,638
- Participant contributions
- $15,574,487
- Total income / additions
- $55,617,048
- Benefits paid
- $14,301,052
- Administrative expenses
- $224,346
- Total expenses
- $14,525,398
- Net increase / (decrease)
- $41,091,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORD KEEPER | $256,646 | $0 |
| Axa Advisors, LLC | INVESTMENT ADVISOR | $0 | $133,333 |
| Penn Investment Advisors, Inc. | INVESTMENT ADVISOR | $0 | $66,667 |
| Web401k.Com, Inc. | CONTRACT ADMINISTRATOR | $0 | $22,250 |