2023 Form 5500 filing — The Widewaters Group Inc. Retirement Savings 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 20240927095015NAL0000961411001) for The Widewaters Group Inc. Retirement Savings Plan, reported by The Widewaters Group Inc. under EIN 16-1239842 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927095015NAL0000961411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Widewaters Group Inc.
- EIN
- 16-1239842
- Plan number
- 001
- Location
- East Syracuse, NY
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,783,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,783,248
- Employer contributions
- $715,749
- Participant contributions
- $1,773,708
- Total income / additions
- $8,854,207
- Benefits paid
- $3,944,240
- Administrative expenses
- $65,260
- Total expenses
- $3,969,133
- Net increase / (decrease)
- $4,885,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $68,442 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,182 | $0 |