2023 Form 5500 filing — Wt Transfer Holding Company, LLC 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 20241002180832NAL0015088000002) for Wt Transfer Holding Company, LLC 401(K) Profit Sharing Plan, reported by Wt Transfer Holding Company, LLC under EIN 46-4363755 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002180832NAL0015088000002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wt Transfer Holding Company, LLC
- EIN
- 46-4363755
- Plan number
- 001
- Location
- Springdale, AR
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,881,932
- Net assets (EOY)
- $4,881,932
- Employer contributions
- $117,054
- Participant contributions
- $352,824
- Total income / additions
- $1,365,418
- Benefits paid
- $114,651
- Administrative expenses
- $1,628
- Total expenses
- $116,279
- Net increase / (decrease)
- $1,249,139
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Si Holdings Dba Stephen Inc. | INVESTMENT ADVISOR | $15,708 | $0 |