2023 Form 5500 filing — W&B Service Company, L.P. 401(K) 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 20240820102815NAL0001670371001) for W&B Service Company, L.P. 401(K) Retirement Plan, reported by W&B Service Company, L.P. under EIN 75-2962625 and plan number 001. It reports 520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820102815NAL0001670371001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W&B Service Company, L.P.
- EIN
- 75-2962625
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,401,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,401,066
- Employer contributions
- $545,326
- Participant contributions
- $1,747,847
- Total income / additions
- $4,801,087
- Benefits paid
- $865,038
- Administrative expenses
- $79,530
- Total expenses
- $947,693
- Net increase / (decrease)
- $3,853,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,993 | $0 |
| Frost Bank | ADVISOR | $29,537 | not reported in the loaded dataset |