2023 Form 5500 filing — Dwk Life Sciences LLC 401(K) And Capital Accumulation 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 20241010100048NAL0009886307001) for Dwk Life Sciences LLC 401(K) And Capital Accumulation Plan, reported by Dwk Life Sciences LLC under EIN 26-0164123 and plan number 001. It reports 740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010100048NAL0009886307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dwk Life Sciences LLC
- EIN
- 26-0164123
- Plan number
- 001
- Location
- Millville, NJ
- Participants
- 740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,815,991
- Total liabilities (EOY)
- $60,095
- Net assets (EOY)
- $36,755,896
- Employer contributions
- $1,689,009
- Participant contributions
- $1,551,292
- Total income / additions
- $8,719,765
- Benefits paid
- $3,988,627
- Administrative expenses
- $75,062
- Total expenses
- $4,110,387
- Net increase / (decrease)
- $4,609,378
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $42,500 | $0 |
| Adp, Inc. | RECORD KEEPER | $32,562 | $0 |