Ws Audiology Usa, Inc. Savings Plan — Form 5500 plan (Ws Audiology Usa, 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, Ws Audiology Usa, Inc. Savings Plan is a benefit plan reported by Ws Audiology Usa, Inc. under EIN 22-2102429 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,502 participants and $162,276,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ws Audiology Usa, Inc.
- EIN
- 22-2102429
- Plan number
- 001
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 2,502
- End-of-year plan assets
- $162,276,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,502 | H, C | 20241015150939NAL0014924707002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $162,276,166
- Net assets (EOY)
- $162,276,166
- Net assets (BOY)
- $152,085,129
Income & contributions
- Employer contributions
- $3,082,911
- Participant contributions
- $10,900,087
- Total contributions
- $15,199,051
- Total income / additions
- $36,682,565
Expenses & distributions
- Benefits paid
- $26,215,530
- Administrative expenses
- $248,767
- Total expenses
- $26,491,528
- Net increase / (decrease)
- $10,191,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $175,503 | $0 | 2023 |
| Harter Secrest & Emery Llp | LEGAL | $40,991 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $32,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $22 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ws Audiology Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Transamerica Retirement Solutions — Schedule C compensation
- Harter Secrest & Emery Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation