2023 Form 5500 filing — Ws Asset Management, Inc. 401(K) And 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 20241011101433NAL0010804051001) for Ws Asset Management, Inc. 401(K) And Profit Sharing Plan, reported by Ws Asset Management, Inc. under EIN 04-2745768 and plan number 001. It reports 444 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101433NAL0010804051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ws Asset Management, Inc.
- EIN
- 04-2745768
- Plan number
- 001
- Location
- Chestnut Hill, MA
- Participants
- 444
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,578,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,578,814
- Employer contributions
- $1,144,984
- Participant contributions
- $3,807,951
- Total income / additions
- $13,465,448
- Benefits paid
- $3,084,537
- Administrative expenses
- $50,898
- Total expenses
- $3,135,435
- Net increase / (decrease)
- $10,330,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Kelliher Corbett Group | N/A | $42,900 | not reported in the loaded dataset |