2023 Form 5500 filing — Winners Circle 401k 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 20241210170520NAL0010443761001) for Winners Circle 401k Retirement Plan, reported by G-Peg I LLC under EIN 27-0434496 and plan number 001. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210170520NAL0010443761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G-Peg I LLC
- EIN
- 27-0434496
- Plan number
- 001
- Location
- Minden, NV
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,575,871
- Total liabilities (EOY)
- $21,288
- Net assets (EOY)
- $5,554,583
- Participant contributions
- $422,686
- Total income / additions
- $1,112,904
- Benefits paid
- $1,188,344
- Administrative expenses
- $74,655
- Total expenses
- $1,262,999
- Net increase / (decrease)
- -$150,095
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $42,379 | not reported in the loaded dataset |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $14,102 | not reported in the loaded dataset |
| Associated Pension Consultants | RECORDKEEPER | $5,604 | not reported in the loaded dataset |