Worldwide Supply Chain Solutions, Inc. 401(K) Plan & Trust — Form 5500 plan (Worldwide Supply Chain Solutions, 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, Worldwide Supply Chain Solutions, Inc. 401(K) Plan & Trust is a benefit plan reported by Worldwide Supply Chain Solutions, Inc. under EIN 42-1508757 and plan number 001. The latest loaded filing year is 2023. The filing reports 494 participants and $13,098,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Worldwide Supply Chain Solutions, Inc.
- EIN
- 42-1508757
- Plan number
- 001
- Plan type
- 2
- Location
- Urbandale, IA
- Latest filing year
- 2023
- Participants
- 494
- End-of-year plan assets
- $13,098,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 494 | H, C | 20240916165002NAL0001787281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,098,176
- Total liabilities (EOY)
- $52,588
- Net assets (EOY)
- $13,045,588
- Net assets (BOY)
- $8,820,756
Income & contributions
- Employer contributions
- $460,811
- Participant contributions
- $2,108,673
- Total contributions
- $3,165,095
- Total income / additions
- $5,132,139
Expenses & distributions
- Benefits paid
- $827,260
- Administrative expenses
- $80,047
- Total expenses
- $907,307
- Net increase / (decrease)
- $4,224,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,995 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,275 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,777 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Worldwide Supply Chain Solutions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Urbandale, IA
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation