2023 Form 5500 filing — Woori America Bank 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 20240807084946NAL0002006595001) for Woori America Bank 401(K) Profit Sharing Plan, reported by Woori America Bank under EIN 13-3192702 and plan number 001. It reports 390 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)$25.6MReported net assets$25,580,507
Participants390
Provider compensation$91.2K6 Schedule C row(s)$91,151
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240807084946NAL0002006595001
Plan sponsor
Woori America Bank
EIN
13-3192702
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$25.6M total assets
Net assets$25.6MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$832.6K
Benefits paid / distributions$741.5K
Contributions
Employer$750.3K
Participant$1.9M
Full reported line items
Total assets (EOY)
$25,580,507
Total liabilities (EOY)
$0
Net assets (EOY)
$25,580,507
Employer contributions
$750,267
Participant contributions
$1,942,929
Total income / additions
$6,963,087
Benefits paid
$741,451
Administrative expenses
$91,151
Total expenses
$832,602
Net increase / (decrease)
$6,130,485
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $41.3K
  2. 2
    RECORDKEEPER · Direct $34.3K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $15.5K
  4. 4
    RECORDKEEPER · Direct $30
  5. 5
    RECORDKEEPER · Direct $10
  6. 6
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240807084946NAL0002006595001 cover?
It is the 2023 Form 5500 filing for Woori America Bank 401(K) Profit Sharing Plan, reported by Woori America Bank (EIN 13-3192702).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages