2023 Form 5500 filing — Wa/Df Conglomerate 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 20241009125115NAL0031194368001) for Wa/Df Conglomerate 401(K)/Profit Sharing Plan, reported by Standard Retirement Services, Inc. under EIN 25-1838406 and plan number 100. It reports 3,319 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009125115NAL0031194368001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Standard Retirement Services, Inc.
- EIN
- 25-1838406
- Plan number
- 100
- Location
- Portland, OR
- Participants
- 3,319
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $111,194,797
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,194,797
- Employer contributions
- $4,046,768
- Participant contributions
- $7,354,442
- Total income / additions
- $27,765,675
- Benefits paid
- $9,254,702
- Administrative expenses
- $274,878
- Total expenses
- $9,600,713
- Net increase / (decrease)
- $18,164,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wheeler Retirement Plans | NONE | $174,456 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | 3(16) | $119,536 | not reported in the loaded dataset |