Wmk LLC 401k Profit Sharing Plan & Trust — Form 5500 plan (Wmk 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, Wmk LLC 401k Profit Sharing Plan & Trust is a benefit plan reported by Wmk Inc under EIN 31-1502439 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,522 participants and $51,205,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wmk Inc
EIN
31-1502439
Plan number
001
Plan type
2
Location
Richfield, OH
Latest filing year
2023
Participants
1,522
End-of-year plan assets
$51,205,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,522H, C20241230094631NAL0033366146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,205,966
Total liabilities (EOY)
$0
Net assets (EOY)
$51,205,966
Net assets (BOY)
$39,679,188

Income & contributions

Employer contributions
$1,594,264
Participant contributions
$6,755,741
Total contributions
$9,654,375
Total income / additions
$16,388,212

Expenses & distributions

Benefits paid
$4,642,711
Administrative expenses
$154,779
Total expenses
$4,861,434
Net increase / (decrease)
$11,526,778

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$101,217$02023
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$40,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$13,562not reported in the loaded dataset2023

Related Form 5500 pages