2023 Form 5500 filing — Wright-Pierce Employees Section 401(K) Profit Sharing 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 20240729042628NAL0012220387001) for Wright-Pierce Employees Section 401(K) Profit Sharing Plan, reported by Wright-Pierce under EIN 01-0228316 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729042628NAL0012220387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wright-Pierce
- EIN
- 01-0228316
- Plan number
- 001
- Location
- Topsham, ME
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,043,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,043,032
- Employer contributions
- $1,655,355
- Participant contributions
- $3,117,125
- Total income / additions
- $16,036,436
- Benefits paid
- $6,303,212
- Administrative expenses
- $115,040
- Total expenses
- $6,418,252
- Net increase / (decrease)
- $9,618,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $53,003 | not reported in the loaded dataset |
| Royal Alliance Associates, Inc. | SERVICE PROVIDER | $24,501 | not reported in the loaded dataset |
| Ascensus | RECORD KEEPER | $20,203 | not reported in the loaded dataset |
| Berry Dunn Mcneil Parker, LLC | SERVICE PROVIDER | $13,705 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,261 | not reported in the loaded dataset |
| Voya Retirement Ins And Annuity Co | INVESTMENT ADVISORY | $1,261 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $1,106 | not reported in the loaded dataset |