We Transport, Inc. Union 401(K) Plan — Form 5500 plan (We Transport, Inc.)
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, We Transport, Inc. Union 401(K) Plan is a benefit plan reported by We Transport, Inc. under EIN 11-2017935 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,525 participants and $18,936,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- We Transport, Inc.
- EIN
- 11-2017935
- Plan number
- 003
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 2,525
- End-of-year plan assets
- $18,936,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,525 | H, C | 20260423133859NAL0007428032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,936,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,936,642
- Net assets (BOY)
- $16,642,388
Income & contributions
- Employer contributions
- $1,182,092
- Participant contributions
- $2,298,068
- Total contributions
- $3,525,540
- Total income / additions
- $5,593,349
Expenses & distributions
- Benefits paid
- $2,590,519
- Administrative expenses
- $80,504
- Total expenses
- $2,671,023
- Net increase / (decrease)
- $2,922,326
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pentegra Services Inc | CONTRACT ADMIN | $69,811 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $34,460 | $0 | 2023 |
| Creative Planning, Inc. | OTHER | $14,955 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISORY | $68 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for We Transport, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Pentegra Services Inc — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation