Wright-Pierce Employees Section 401(K) Profit Sharing Plan — Form 5500 plan (Wright-Pierce)
Plain-English plan 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, Wright-Pierce Employees Section 401(K) Profit Sharing Plan is a benefit plan reported by Wright-Pierce under EIN 01-0228316 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $72,043,032 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wright-Pierce
- EIN
- 01-0228316
- Plan number
- 001
- Plan type
- 2
- Location
- Topsham, ME
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $72,043,032
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20240729042628NAL0012220387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,043,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,043,032
- Net assets (BOY)
- $62,424,848
Income & contributions
- Employer contributions
- $1,655,355
- Participant contributions
- $3,117,125
- Total contributions
- $5,308,246
- Total income / additions
- $16,036,436
Expenses & distributions
- Benefits paid
- $6,303,212
- Administrative expenses
- $115,040
- Total expenses
- $6,418,252
- Net increase / (decrease)
- $9,618,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins & Annuity Co | RECORDKEEPER | $53,003 | not reported in the loaded dataset | 2023 |
| Royal Alliance Associates, Inc. | SERVICE PROVIDER | $24,501 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORD KEEPER | $20,203 | not reported in the loaded dataset | 2023 |
| Berry Dunn Mcneil Parker, LLC | SERVICE PROVIDER | $13,705 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,261 | not reported in the loaded dataset | 2023 |
| Voya Retirement Ins And Annuity Co | INVESTMENT ADVISORY | $1,261 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | INVESTMENT ADVISORY | $1,106 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wright-Pierce
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Topsham, ME
- Voya Retirement Ins & Annuity Co — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Ascensus — Schedule C compensation
- Berry Dunn Mcneil Parker, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation