2023 Form 5500 filing — Wehco 401(K) 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 20241008050918NAL0017148609001) for Wehco 401(K) Retirement Savings Plan, reported by Wehco Media, Inc. under EIN 71-0026260 and plan number 003. It reports 1,964 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008050918NAL0017148609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wehco Media, Inc.
- EIN
- 71-0026260
- Plan number
- 003
- Location
- Little Rock, AR
- Participants
- 1,964
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,945,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,945,275
- Employer contributions
- $383,877
- Participant contributions
- $2,342,577
- Total income / additions
- $9,325,780
- Benefits paid
- $6,393,527
- Administrative expenses
- $182,705
- Total expenses
- $6,598,346
- Net increase / (decrease)
- $2,727,434
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $107,910 | $0 |
| Aptus Financial LLC | INVESTMENT/FINANCIAL ADVI | $74,794 | $0 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |