2023 Form 5500 filing — Wgm Group, Inc. 401(K) Profit Sharing 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 20241223113416NAL0019100178001) for Wgm Group, Inc. 401(K) Profit Sharing Plan, reported by Wgm Group, Inc. under EIN 81-0382876 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241223113416NAL0019100178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wgm Group, Inc.
- EIN
- 81-0382876
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,572,135
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,572,135
- Employer contributions
- $1,147,074
- Participant contributions
- $892,669
- Total income / additions
- $5,017,168
- Benefits paid
- $1,069,866
- Administrative expenses
- $31,545
- Total expenses
- $1,101,411
- Net increase / (decrease)
- $3,915,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acec Retirement Trust | OTHER | $21,075 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,321 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,149 | $0 |