2023 Form 5500 filing — Profit Sharing Retirement Plan For Employees Of Wgi, Inc.
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 20241015171410NAL0030458385001) for Profit Sharing Retirement Plan For Employees Of Wgi, Inc., reported by Employees Of Wgi, Inc. under EIN 04-3540322 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015171410NAL0030458385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Employees Of Wgi, Inc.
- EIN
- 04-3540322
- Plan number
- 001
- Location
- Southwick, MA
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,009,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,009,104
- Employer contributions
- $106,815
- Participant contributions
- $376,947
- Total income / additions
- $1,465,920
- Benefits paid
- $597,475
- Administrative expenses
- $31,184
- Total expenses
- $628,659
- Net increase / (decrease)
- $837,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $33,842 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $20,862 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | BROKER/ADVISER | $0 | $17,307 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,501 | not reported in the loaded dataset |