Ware Industries, Inc. 401(K) Retirement Plan — Form 5500 plan (Ware Industries, 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, Ware Industries, Inc. 401(K) Retirement Plan is a benefit plan reported by Ware Industries, Inc. under EIN 22-2952878 and plan number 004. The latest loaded filing year is 2023. The filing reports 351 participants and $19,609,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ware Industries, Inc.
- EIN
- 22-2952878
- Plan number
- 004
- Plan type
- 2
- Location
- South Plainfield, NJ
- Latest filing year
- 2023
- Participants
- 351
- End-of-year plan assets
- $19,609,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 351 | H, C | 20241011083614NAL0022421217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,609,451
- Total liabilities (EOY)
- $29,015
- Net assets (EOY)
- $19,580,436
- Net assets (BOY)
- $16,240,636
Income & contributions
- Employer contributions
- $409,105
- Participant contributions
- $1,600,858
- Total contributions
- $2,198,334
- Total income / additions
- $4,520,390
Expenses & distributions
- Benefits paid
- $1,052,889
- Administrative expenses
- $58,470
- Total expenses
- $1,180,590
- Net increase / (decrease)
- $3,339,800
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,155 | $0 | 2023 |
| Mma Securities LLC | BROKER/ADVISER | $0 | $27,184 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,366 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $3,349 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ware Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in South Plainfield, NJ
- Empower Annuity Insurance Company O — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation