2023 Form 5500 filing — Wecare Tlc 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 20250329153640NAL0004454592001) for Wecare Tlc 401(K) Profit Sharing Plan, reported by Wecare Tlc, LLC under EIN 20-2989436 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250329153640NAL0004454592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wecare Tlc, LLC
- EIN
- 20-2989436
- Plan number
- 001
- Location
- Lake Mary, FL
- Participants
- 184
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,274,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,274,540
- Employer contributions
- $137,929
- Participant contributions
- $327,677
- Total income / additions
- $771,709
- Benefits paid
- $272,223
- Administrative expenses
- $15,664
- Total expenses
- $287,887
- Net increase / (decrease)
- $483,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,663 | $0 |
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADV | $11,749 | not reported in the loaded dataset |
| Adp, Inc. | RECORD KEEPER | $11,104 | $0 |
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $68 |