2023 Form 5500 filing — Preferred Employer Plan For Envios De Valores La Nacional Corp
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 20241011092853NAL0022485777001) for Preferred Employer Plan For Envios De Valores La Nacional Corp, reported by Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp under EIN 13-3267384 and plan number 200. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092853NAL0022485777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fiduciary Wise, LLC Fbo Envios De Valores La Nacional Corp
- EIN
- 13-3267384
- Plan number
- 200
- Location
- Gilbert, AZ
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,721,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,721,463
- Employer contributions
- $185,698
- Participant contributions
- $273,115
- Total income / additions
- $815,405
- Benefits paid
- $419,335
- Administrative expenses
- $27,260
- Total expenses
- $456,309
- Net increase / (decrease)
- $359,096
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $15,079 | not reported in the loaded dataset |
| Inwest Retirement Solutions | TPA | $6,885 | not reported in the loaded dataset |