Plan5500

Worth & Company, Inc. Retirement Plan — Form 5500 plan (Worth & Company, 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, Worth & Company, Inc. Retirement Plan is a benefit plan reported by Worth & Company, Inc. under EIN 23-2251312 and plan number 002. The latest loaded filing year is 2023. The filing reports 750 participants and $71,270,231 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worth & Company, Inc.
EIN
23-2251312
Plan number
002
Plan type
2
Location
Pipersville, PA
Latest filing year
2023
Participants
750
End-of-year plan assets
$71,270,231

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023750H, C20241008132243NAL0028734192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,270,231
Total liabilities (EOY)
$0
Net assets (EOY)
$71,270,231
Net assets (BOY)
$59,050,194

Income & contributions

Employer contributions
$1,344,743
Participant contributions
$2,947,366
Total contributions
$4,376,950
Total income / additions
$14,412,841

Expenses & distributions

Benefits paid
$1,973,935
Administrative expenses
$218,869
Total expenses
$2,192,804
Net increase / (decrease)
$12,220,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors.NONE$106,535not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$62,434$02023
Penn Invest AdvisorsNONE$49,900not reported in the loaded dataset2023

Related Form 5500 pages