2023 Form 5500 filing — Wayfinder Family Services 401(K) Retirement 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 20241011174900NAL0039702112001) for Wayfinder Family Services 401(K) Retirement Plan, reported by Wayfinder Family Services under EIN 95-1977659 and plan number 002. It reports 540 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)$15.6MReported net assets$15,640,806
Participants540
Provider compensation$93.5K4 Schedule C row(s)$93,480
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011174900NAL0039702112001
- Plan sponsor
- Wayfinder Family Services
- EIN
- 95-1977659
- Plan number
- 002
- Location
- Los Angeles, CA
- 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)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,640,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,640,806
- Employer contributions
- $478,958
- Participant contributions
- $822,073
- Total income / additions
- $3,404,185
- Benefits paid
- $1,250,996
- Administrative expenses
- $93,480
- Total expenses
- $1,344,476
- Net increase / (decrease)
- $2,059,709
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,340 | $0 |
| Securities America Advisors Inc | INVESTMENT ADVISOR | $35,128 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,012 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset |