2023 Form 5500 filing — Water Environment Federation 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 20241009140638NAL0009294163001) for Water Environment Federation 401(K) Plan, reported by Water Environment Federation under EIN 53-0225129 and plan number 003. It reports 134 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)$23.4MReported net assets$23,387,231
Participants134
Provider compensation$58.9K3 Schedule C row(s)$58,921
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009140638NAL0009294163001
Plan sponsor
Water Environment Federation
EIN
53-0225129
Plan number
003
Location
Alexandria, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$592.3K
Participant$850.3K
Full reported line items
Total assets (EOY)
$23,387,231
Total liabilities (EOY)
$0
Net assets (EOY)
$23,387,231
Employer contributions
$592,286
Participant contributions
$850,335
Total income / additions
$5,184,646
Benefits paid
$2,338,403
Administrative expenses
$58,921
Total expenses
$2,397,324
Net increase / (decrease)
$2,787,322
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $26.9K · Indirect $0
  2. 2
    ADVISOR · Direct $23.8K
  3. 3
    ADVISOR · Direct $8.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009140638NAL0009294163001 cover?
It is the 2023 Form 5500 filing for Water Environment Federation 401(K) Plan, reported by Water Environment Federation (EIN 53-0225129).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages