W&L Mail Service, Inc. Retirement Plan — Form 5500 plan (W&L Mail Service, 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, W&L Mail Service, Inc. Retirement Plan is a benefit plan reported by W&L Mail Service, Inc. under EIN 26-4077437 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $2,011,595 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$2,011,595
Participants317Covered participants reported
Assets / participant$6.3KComputed: assets ÷ participants$6,346 (computed)
Provider compensation$27.2K2 Schedule C provider row(s)$27,168
Plan sponsor
W&L Mail Service, Inc.
EIN
26-4077437
Plan number
001
Plan type
2
Location
Keysville, VA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    317 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities$0
Money in vs. money out
Total income / additions$946.7K
Total expenses$933.7K
Benefits paid / distributions$915.9K
Contributions
Employer$671.6K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$2,011,595
Total liabilities (EOY)
$0
Net assets (EOY)
$2,011,595
Net assets (BOY)
$1,998,553

Income & contributions

Employer contributions
$671,604
Total contributions
$675,649
Total income / additions
$946,745

Expenses & distributions

Benefits paid
$915,885
Administrative expenses
$17,818
Total expenses
$933,703
Net increase / (decrease)
$13,042
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets46%Computed ratio
Benefits paid ÷ total income97%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    INVESTMENT COMPANY · Direct $18.8K · Indirect $0
  2. 2
    NONE · Direct $8.4K

Related Form 5500 pages