2023 Form 5500 filing — Witf, Inc. 401(K) 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 20250117133044NAL0025205665001) for Witf, Inc. 401(K) Retirement Plan, reported by Witf, Inc. under EIN 23-1629016 and plan number 003. It reports 123 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)$11.1MReported net assets$11,136,424
Participants123
Provider compensationNone reported4 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250117133044NAL0025205665001
Plan sponsor
Witf, Inc.
EIN
23-1629016
Plan number
003
Location
Harrisburg, PA
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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$891.7K
Benefits paid / distributions$890.4K
Contributions
Employer$305.7K
Participant$382.9K
Full reported line items
Total assets (EOY)
$11,136,424
Total liabilities (EOY)
$0
Net assets (EOY)
$11,136,424
Employer contributions
$305,671
Participant contributions
$382,939
Total income / additions
$2,184,302
Benefits paid
$890,405
Administrative expenses
$1,320
Total expenses
$891,725
Net increase / (decrease)
$1,292,577

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
American Century Investment IncNONE$0$0
Fidelity & Research CompanyNONE$0$0
Boston Trust Investment , Inc.NONE$0$0
Everence Capital, IncNONE$0$0

Related Form 5500 pages