2023 Form 5500 filing — Worldwide Techservices Retirement Savings 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 20241010100751NAL0011360931001) for Worldwide Techservices Retirement Savings Plan, reported by Worldwide Techservices, LLC under EIN 13-4114547 and plan number 001. It reports 1,747 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)$57.1MReported net assets$57,070,337
Participants1.7K1,747
Provider compensation$10.7K1 Schedule C row(s)$10,684
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010100751NAL0011360931001
- Plan sponsor
- Worldwide Techservices, LLC
- EIN
- 13-4114547
- Plan number
- 001
- Location
- North Billerica, MA
- 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)$57.1M total assets
Net assets$57.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $57,070,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,070,337
- Employer contributions
- $397,946
- Participant contributions
- $2,460,492
- Total income / additions
- $11,102,363
- Benefits paid
- $9,256,910
- Administrative expenses
- $10,684
- Total expenses
- $9,244,305
- Net increase / (decrease)
- $1,858,058
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $10,684 | $0 |