2023 Form 5500 filing — Wavestone Us Inc. 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 20241014081839NAL0051535122001) for Wavestone Us Inc. 401(K) Plan, reported by Wavestone Us Inc. under EIN 81-0835655 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081839NAL0051535122001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wavestone Us Inc.
- EIN
- 81-0835655
- Plan number
- 001
- Location
- New York, NY
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,192,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,192,837
- Employer contributions
- $899,395
- Participant contributions
- $1,552,173
- Total income / additions
- $4,317,645
- Benefits paid
- $1,212,853
- Administrative expenses
- $46,410
- Total expenses
- $1,264,122
- Net increase / (decrease)
- $3,053,523
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,967 | $0 |
| Trinitypoint Wealth | ADVISOR | $20,037 | not reported in the loaded dataset |