2023 Form 5500 filing — The 401(K) Profit Sharing Plan And Trust Of World Wide Movers, Inc.
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 20241014185148NAL0028110625001) for The 401(K) Profit Sharing Plan And Trust Of World Wide Movers, Inc., reported by World Wide Movers, Inc. under EIN 92-0031485 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014185148NAL0028110625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- World Wide Movers, Inc.
- EIN
- 92-0031485
- Plan number
- 001
- Location
- Lynnwood, WA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,643,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,643,248
- Employer contributions
- $215,000
- Participant contributions
- $75,033
- Total income / additions
- $2,022,833
- Benefits paid
- $1,734,279
- Administrative expenses
- $72,386
- Total expenses
- $1,806,665
- Net increase / (decrease)
- $216,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pathstone Advisors Inc. | NONE | $40,637 | $0 |
| Nwps | NONE | $26,823 | $0 |
| Charles Schwab Trust Co | NONE | $4,926 | $0 |