2023 Form 5500 filing — Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k 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 20240815050617NAL0007327171001) for Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k Plan, reported by Wood, Ribble & Twyman Inc. Dba under EIN 02-0621996 and plan number 001. It reports 166 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)$8.3MReported net assets$8,264,702

Participants166

Provider compensation$50.5K4 Schedule C row(s)$50,506

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240815050617NAL0007327171001
Plan sponsor: Wood, Ribble & Twyman Inc. Dba
EIN: 02-0621996
Plan number: 001
Location: St Louis, MO
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)$8.3M total assets

Net assets$8.3MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$445.4K

Benefits paid / distributions$392K

Contributions

Employer$269.9K

Participant$550.1K

Full reported line items

Total assets (EOY): $8,264,702
Total liabilities (EOY): $0
Net assets (EOY): $8,264,702
Employer contributions: $269,937
Participant contributions: $550,094
Total income / additions: $2,179,165
Benefits paid: $391,966
Administrative expenses: $33,190
Total expenses: $445,359
Net increase / (decrease): $1,733,806

Schedule C

Reported service provider compensation

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

1
Resources Investment Advisors, Inc.$26K
CONSULTANT · Direct $26K · Indirect $0
2
Anders Minkler Huber & Helm Llp$13.7K
ACTUARY · Direct $13.7K · Indirect $0
3
Resources Investment Advisors LLC$8.6K
CONSULTANT · Direct $8.6K · Indirect $0
4
Adp, Inc.$2.2K
RECORD KEEPER · Direct $2.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815050617NAL0007327171001 cover?: It is the 2023 Form 5500 filing for Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401k Plan, reported by Wood, Ribble & Twyman Inc. Dba (EIN 02-0621996).
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).