2023 Form 5500 filing — Wpromote 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 20241014140359NAL0013417299001) for Wpromote 401(K)Plan, reported by Wpromote, LLC under EIN 82-4550413 and plan number 001. It reports 905 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)$35.7MReported net assets$35,669,268
Participants905
Provider compensation$197.6K2 Schedule C row(s)$197,616
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014140359NAL0013417299001
Plan sponsor
Wpromote, LLC
EIN
82-4550413
Plan number
001
Location
El Segundo, 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)$35.7M total assets
Net assets$35.7MLiabilities$0
Money in vs. money out
Total income / additions$13.5M
Total expenses$2.8M
Benefits paid / distributions$2.6M
Contributions
Employer$1.7M
Participant$5.6M
Full reported line items
Total assets (EOY)
$35,669,268
Total liabilities (EOY)
$0
Net assets (EOY)
$35,669,268
Employer contributions
$1,664,916
Participant contributions
$5,584,622
Total income / additions
$13,453,472
Benefits paid
$2,564,844
Administrative expenses
$197,616
Total expenses
$2,762,460
Net increase / (decrease)
$10,691,012

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$114,404not reported in the loaded dataset
Regatta Capital Group LLCFINANCIAL ADVISOR$83,212not reported in the loaded dataset

Related Form 5500 pages