2023 Form 5500 filing — Worth & Company, Inc. 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 20241008132243NAL0028734192001) for Worth & Company, Inc. Retirement Plan, reported by Worth & Company, Inc. under EIN 23-2251312 and plan number 002. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008132243NAL0028734192001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Worth & Company, Inc.
- EIN
- 23-2251312
- Plan number
- 002
- Location
- Pipersville, PA
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,270,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,270,231
- Employer contributions
- $1,344,743
- Participant contributions
- $2,947,366
- Total income / additions
- $14,412,841
- Benefits paid
- $1,973,935
- Administrative expenses
- $218,869
- Total expenses
- $2,192,804
- Net increase / (decrease)
- $12,220,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors. | NONE | $106,535 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $62,434 | $0 |
| Penn Invest Advisors | NONE | $49,900 | not reported in the loaded dataset |