Plan5500

Washington Mills Management, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Washington Mills Management, 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, Washington Mills Management, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Washington Mills Management, Inc. under EIN 26-1206539 and plan number 002. The latest loaded filing year is 2023. The filing reports 300 participants and $65,071,248 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington Mills Management, Inc.
EIN
26-1206539
Plan number
002
Plan type
2
Location
Niagara Falls, NY
Latest filing year
2023
Participants
300
End-of-year plan assets
$65,071,248

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241002154821NAL0017185234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,071,248
Total liabilities (EOY)
$0
Net assets (EOY)
$65,071,248
Net assets (BOY)
$58,960,800

Income & contributions

Employer contributions
$1,162,076
Participant contributions
$1,530,005
Total contributions
$3,238,015
Total income / additions
$12,051,645

Expenses & distributions

Benefits paid
$5,804,552
Administrative expenses
$111,201
Total expenses
$5,941,197
Net increase / (decrease)
$6,110,448

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity Insurance CoRECORDKEEPER$79,017$02023
Fiducient Advisors LLCINVESTMENT ADVISOR$31,507not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$677not reported in the loaded dataset2023

Related Form 5500 pages