2023 Form 5500 filing — Wsrp, 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 20241004100003NAL0005603059001) for Wsrp, LLC 401(K) Profit Sharing Plan, reported by Wsrp, LLC under EIN 87-0517754 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100003NAL0005603059001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wsrp, LLC
- EIN
- 87-0517754
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,040,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,040,660
- Employer contributions
- $330,317
- Participant contributions
- $686,432
- Total income / additions
- $2,553,438
- Benefits paid
- $1,053,496
- Administrative expenses
- $56,749
- Total expenses
- $1,110,245
- Net increase / (decrease)
- $1,443,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $20,828 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,165 | $0 |
| Wells Coleman & Company Llp | AUDITOR | $13,000 | not reported in the loaded dataset |
| Dwc - The 401(K) Experts | CONTRACT ADMIN | $7,127 | not reported in the loaded dataset |
| Advised Assets Group | INVESTMENT MGMT | $1,047 | not reported in the loaded dataset |