2023 Form 5500 filing — Wp Holdco 401(K) 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 20260213154539NAL0001683024001) for Wp Holdco 401(K) Plan, reported by Wp Holdco LLC under EIN 90-1256488 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260213154539NAL0001683024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wp Holdco LLC
- EIN
- 90-1256488
- Plan number
- 001
- Location
- Abilene, TX
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,865,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,865,597
- Employer contributions
- $681,595
- Participant contributions
- $874,652
- Total income / additions
- $2,586,680
- Benefits paid
- $383,444
- Administrative expenses
- $25,897
- Total expenses
- $409,341
- Net increase / (decrease)
- $2,177,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $17,774 | $0 |
| Pension Planning Consultants Inc | CONTRACT ADMIN | $2,200 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,450 | $0 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $1,082 | $0 |