2023 Form 5500 filing — Worldlink 401(K) 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 20241009093252NAL0010482627001) for Worldlink 401(K) Plan, reported by Adi Worldlink, LLC Dba Worldlink under EIN 52-2100203 and plan number 001. It reports 617 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.8MReported net assets$12,828,644
Participants617
Provider compensation$98.5K3 Schedule C row(s)$98,485
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009093252NAL0010482627001
- Plan sponsor
- Adi Worldlink, LLC Dba Worldlink
- EIN
- 52-2100203
- Plan number
- 001
- Location
- Frisco, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,828,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,828,644
- Participant contributions
- $2,373,805
- Total income / additions
- $4,625,787
- Benefits paid
- $2,294,500
- Administrative expenses
- $98,485
- Total expenses
- $2,439,618
- Net increase / (decrease)
- $2,186,169
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $69,755 | $0 |
| Usca Ria LLC | INVESTMENT/FINANCIAL ADVI | $28,730 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |