2023 Form 5500 filing — Wdi Hospitality, LLC 401(K) 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 20240731143445NAL0012775395001) for Wdi Hospitality, LLC 401(K) Plan, reported by Wdi Hospitality LLC under EIN 65-1179298 and plan number 001. It reports 494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.7MReported net assets$6,717,145
Participants494
Provider compensation$66.3K1 Schedule C row(s)$66,319
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731143445NAL0012775395001
- Plan sponsor
- Wdi Hospitality LLC
- EIN
- 65-1179298
- Plan number
- 001
- Location
- Durham, NC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.7M total assets
Net assets$6.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,717,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,717,145
- Employer contributions
- $170,216
- Participant contributions
- $592,260
- Total income / additions
- $1,916,751
- Benefits paid
- $1,236,095
- Administrative expenses
- $52,148
- Total expenses
- $1,325,144
- Net increase / (decrease)
- $591,607
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Co. | RECORD KEEPER | $52,148 | $14,171 |