2023 Form 5500 filing — Summit City Md 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 20241015121350NAL0047823824001) for Summit City Md 401(K) Plan, reported by Wp Citymd Bidco, LLC under EIN 82-1318979 and plan number 001. It reports 14,381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121350NAL0047823824001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Wp Citymd Bidco, LLC
- EIN
- 82-1318979
- Plan number
- 001
- Location
- New York, NY
- Participants
- 14,381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $973,172,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $973,172,833
- Employer contributions
- $31,956,968
- Participant contributions
- $74,516,352
- Total income / additions
- $265,891,505
- Benefits paid
- $79,511,471
- Administrative expenses
- $858,274
- Total expenses
- $80,486,014
- Net increase / (decrease)
- $185,405,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $813,445 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $23,219 | not reported in the loaded dataset |
| Shufro Rose And Co LLC | CONSULTANT | $16,783 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Service | CONSULTANT | $9,166 | not reported in the loaded dataset |