2023 Form 5500 filing — Wp Engine Retirement 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 20241030133743NAL0000786544001) for Wp Engine Retirement Plan, reported by Wpengine, Inc. under EIN 27-3155665 and plan number 001. It reports 1,246 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)$58.6MReported net assets$58,631,670
Participants1.2K1,246
Provider compensation$211.2K3 Schedule C row(s)$211,187
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241030133743NAL0000786544001
- Plan sponsor
- Wpengine, Inc.
- EIN
- 27-3155665
- Plan number
- 001
- Location
- Austin, TX
- 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)$58.6M total assets
Net assets$58.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $58,631,670
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,631,670
- Employer contributions
- $4,095,189
- Participant contributions
- $8,271,396
- Total income / additions
- $22,609,298
- Benefits paid
- $4,770,822
- Administrative expenses
- $211,187
- Total expenses
- $4,982,009
- Net increase / (decrease)
- $17,627,289
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $103,583 | $0 |
| Gallagher Fiduciary Advisors LLC | ADVISOR | $91,303 | not reported in the loaded dataset |
| Armanino Llp | ACCOUNTANT/AUDITOR | $16,301 | not reported in the loaded dataset |