Wachter Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Wachter, 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, Wachter Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Wachter, Inc. under EIN 48-1238438 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,802 participants and $66,312,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wachter, Inc.
EIN
48-1238438
Plan number
001
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
Participants
1,802
End-of-year plan assets
$66,312,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,802H, C20250207104306NAL0006425619001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,312,131
Total liabilities (EOY)
$0
Net assets (EOY)
$66,312,131
Net assets (BOY)
$53,881,790

Income & contributions

Employer contributions
$2,809,831
Participant contributions
$5,779,306
Total contributions
$10,343,314
Total income / additions
$19,163,210

Expenses & distributions

Benefits paid
$6,667,613
Administrative expenses
$70,635
Total expenses
$6,732,869
Net increase / (decrease)
$12,430,341

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$70,635$02023
Cbiz Cpas P.C.ACCOUNTANT$0$12,3902023
Creative Planning, LLCINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages