2023 Form 5500 filing — Wng 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 20241015105741NAL0014442163001) for Wng 401(K) Plan, reported by Western National Properties Dba Western National Group under EIN 33-0848232 and plan number 001. It reports 1,060 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105741NAL0014442163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western National Properties Dba Western National Group
- EIN
- 33-0848232
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 1,060
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,807,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,807,963
- Employer contributions
- $1,214,141
- Participant contributions
- $3,527,920
- Total income / additions
- $11,202,593
- Benefits paid
- $4,113,203
- Administrative expenses
- $206,970
- Total expenses
- $4,420,139
- Net increase / (decrease)
- $6,782,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Ins Co Of America | RECORDKEEPER | $85,132 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MNGT | $71,349 | not reported in the loaded dataset |
| Actuarial Benefits Corp | CONTRACT ADMIN | $58,706 | $10,000 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $50,500 | not reported in the loaded dataset |
| Marcum Llp | AUDITOR | $19,158 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | OTHER | $219 | not reported in the loaded dataset |