2023 Form 5500 filing — Wight & Company 401(K) 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 20241013123005NAL0014053859001) for Wight & Company 401(K) Plan, reported by Wight & Company under EIN 36-2605840 and plan number 001. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013123005NAL0014053859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wight & Company
- EIN
- 36-2605840
- Plan number
- 001
- Location
- Darien, IL
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,680,991
- Total liabilities (EOY)
- $32
- Net assets (EOY)
- $34,680,959
- Employer contributions
- $541,120
- Participant contributions
- $2,099,544
- Total income / additions
- $8,040,807
- Benefits paid
- $2,908,309
- Administrative expenses
- $81,159
- Total expenses
- $2,989,468
- Net increase / (decrease)
- $5,051,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fovis Wealth Advisors | NONE | $52,273 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | NONE | $26,514 | $0 |
| Forvis Wealth Advisors, LLC | NONE | $2,373 | $0 |