2023 Form 5500 filing — Window To The World Communications, Inc. Defined Contribution 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 20240814091608NAL0020017504001) for Window To The World Communications, Inc. Defined Contribution Retirement Plan, reported by Window To The World Communications, Inc. under EIN 36-2246703 and plan number 001. It reports 533 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)$117.9MReported net assets$117,856,750
Participants533
Provider compensation$75.3K3 Schedule C row(s)$75,325
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240814091608NAL0020017504001
Plan sponsor
Window To The World Communications, Inc.
EIN
36-2246703
Plan number
001
Location
Chicago, IL
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)$117.9M total assets
Net assets$117.9MLiabilities$0
Money in vs. money out
Total income / additions$16.4M
Total expenses$5M
Benefits paid / distributions$4.9M
Contributions
Employer$564.3K
Participant$1.2M
Full reported line items
Total assets (EOY)
$117,856,750
Total liabilities (EOY)
$0
Net assets (EOY)
$117,856,750
Employer contributions
$564,282
Participant contributions
$1,211,548
Total income / additions
$16,380,385
Benefits paid
$4,929,045
Administrative expenses
$75,325
Total expenses
$5,004,370
Net increase / (decrease)
$11,376,015

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
TiaaNONE$36,566$0
Merrill LynchNONE$25,259not reported in the loaded dataset
Plante & Moran, LLCNONE$13,500not reported in the loaded dataset

Related Form 5500 pages