Wecare Tlc 401(K) Profit Sharing Plan — Form 5500 plan (Wecare Tlc, LLC)
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, Wecare Tlc 401(K) Profit Sharing Plan is a benefit plan reported by Wecare Tlc, LLC under EIN 20-2989436 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $2,766,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wecare Tlc, LLC
- EIN
- 20-2989436
- Plan number
- 001
- Plan type
- 2
- Location
- Altamonte Springs, FL
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $2,766,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250327113642NAL0029089808001 |
| 2023 | 184 | H, C | 20250329153640NAL0004454592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,274,540
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,274,540
- Net assets (BOY)
- $1,790,717
Income & contributions
- Employer contributions
- $137,929
- Participant contributions
- $327,677
- Total contributions
- $476,560
- Total income / additions
- $771,709
Expenses & distributions
- Benefits paid
- $272,223
- Administrative expenses
- $15,664
- Total expenses
- $287,887
- Net increase / (decrease)
- $483,822
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,663 | $0 | 2023 |
| Sageview Advisory Group LLC | INVESTMENT/FINANCIAL ADV | $11,749 | not reported in the loaded dataset | 2023 |
| Adp, Inc. | RECORD KEEPER | $11,104 | $0 | 2023 |
| Wells Fargo Advisors Ins Agency LLC | OTHER SERVICES | $0 | $68 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wecare Tlc, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Altamonte Springs, FL
- Principal Life Insurance Company — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Wells Fargo Advisors Ins Agency LLC — Schedule C compensation