2023 Form 5500 filing — Wasco, 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 20241015125706NAL0029701489001) for Wasco, Inc. 401(K) Plan, reported by Wasco Inc under EIN 62-0752359 and plan number 101. It reports 335 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125706NAL0029701489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wasco Inc
- EIN
- 62-0752359
- Plan number
- 101
- Location
- Nashville, TN
- Participants
- 335
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,566,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,566,000
- Employer contributions
- $301,142
- Participant contributions
- $543,656
- Total income / additions
- $2,367,341
- Benefits paid
- $1,220,371
- Administrative expenses
- $91,115
- Total expenses
- $1,311,486
- Net increase / (decrease)
- $1,055,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life | RECORD KEEPER | $50,866 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $31,025 | $0 |
| Transamerica Life Insurance Company | RECORD KEEPER | $9,224 | $0 |