2023 Form 5500 filing — R. W. Warner, Inc. Profit Sharing And 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 20241015150918NAL0016710179001) for R. W. Warner, Inc. Profit Sharing And 401(K) Plan, reported by R. W. Warner, Inc. under EIN 52-0846460 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.8MReported net assets$8,763,477
Participants351
Provider compensation$46.5K3 Schedule C row(s)$46,525
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015150918NAL0016710179001
- Plan sponsor
- R. W. Warner, Inc.
- EIN
- 52-0846460
- Plan number
- 001
- Location
- Frederick, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.8M total assets
Net assets$8.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,763,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,763,477
- Employer contributions
- $45,797
- Participant contributions
- $688,879
- Total income / additions
- $1,904,068
- Benefits paid
- $734,837
- Administrative expenses
- $47,400
- Total expenses
- $811,152
- Net increase / (decrease)
- $1,092,916
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwps | NONE | $24,514 | not reported in the loaded dataset |
| Ellin And Tucker | NONE | $14,000 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $8,011 | not reported in the loaded dataset |