2023 Form 5500 filing — Welfare & Pension Administration Service, Inc. 401(K) Plan For
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 20241018134518NAL0017045747001) for Welfare & Pension Administration Service, Inc. 401(K) Plan For, reported by Welfare & Pension Adm. Services under EIN 91-1363171 and plan number 003. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241018134518NAL0017045747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Welfare & Pension Adm. Services
- EIN
- 91-1363171
- Plan number
- 003
- Location
- Mercer Island, WA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,996,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,996,817
- Employer contributions
- $281,125
- Participant contributions
- $417,484
- Total income / additions
- $1,507,995
- Benefits paid
- $1,343,626
- Administrative expenses
- $58,120
- Total expenses
- $1,401,746
- Net increase / (decrease)
- $106,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Cpas P.C. | ACCOUNTANT | $40,425 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $31,609 | $0 |