2023 Form 5500 filing — Wtg Downstream 401(K) Employees 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 20241015125830NAL0028496417001) for Wtg Downstream 401(K) Employees Plan, reported by Wtg Downstream Services, LLC under EIN 87-1925653 and plan number 001. It reports 632 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125830NAL0028496417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wtg Downstream Services, LLC
- EIN
- 87-1925653
- Plan number
- 001
- Location
- Midland, TX
- Participants
- 632
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,628,481
- Total liabilities (EOY)
- $81,549
- Net assets (EOY)
- $23,546,932
- Employer contributions
- $1,013,133
- Participant contributions
- $1,447,561
- Total income / additions
- $5,876,650
- Benefits paid
- $2,323,879
- Administrative expenses
- $52,239
- Total expenses
- $2,376,118
- Net increase / (decrease)
- $3,500,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $58,274 | $0 |