Wsfs Financial Corporation Section 401k Savings & Retirement Plan — Form 5500 plan (Wilmington Savings Fund Society, Fsb)
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, Wsfs Financial Corporation Section 401k Savings & Retirement Plan is a benefit plan reported by Wilmington Savings Fund Society, Fsb under EIN 51-0054940 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,997 participants and $219,868,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilmington Savings Fund Society, Fsb
- EIN
- 51-0054940
- Plan number
- 002
- Plan type
- 2
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 2,997
- End-of-year plan assets
- $219,868,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,997 | H, C | 20240710065012NAL0022336512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,868,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $219,868,011
- Net assets (BOY)
- $178,776,361
Income & contributions
- Employer contributions
- $9,871,638
- Participant contributions
- $15,574,487
- Total contributions
- $27,280,958
- Total income / additions
- $55,617,048
Expenses & distributions
- Benefits paid
- $14,301,052
- Administrative expenses
- $224,346
- Total expenses
- $14,525,398
- Net increase / (decrease)
- $41,091,650
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORD KEEPER | $256,646 | $0 | 2023 |
| Axa Advisors, LLC | INVESTMENT ADVISOR | $0 | $133,333 | 2023 |
| Penn Investment Advisors, Inc. | INVESTMENT ADVISOR | $0 | $66,667 | 2023 |
| Web401k.Com, Inc. | CONTRACT ADMINISTRATOR | $0 | $22,250 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilmington Savings Fund Society, Fsb
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Empower Annuity Ins Co Of America — Schedule C compensation
- Axa Advisors, LLC — Schedule C compensation
- Penn Investment Advisors, Inc. — Schedule C compensation
- Web401k.Com, Inc. — Schedule C compensation