Worldlink 401(K) Plan — Form 5500 plan (Adi Worldlink, LLC Dba Worldlink)
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, Worldlink 401(K) Plan is a benefit plan reported by Adi Worldlink, LLC Dba Worldlink under EIN 52-2100203 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $12,828,644 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,828,644
Participants617Covered participants reported
Assets / participant$20.8KComputed: assets ÷ participants$20,792 (computed)
Provider compensation$98.5K3 Schedule C provider row(s)$98,485
- Plan sponsor
- Adi Worldlink, LLC Dba Worldlink
- EIN
- 52-2100203
- Plan number
- 001
- Plan type
- 2
- Location
- Frisco, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 617 | H, C | 20241009093252NAL0010482627001 |
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,828,644
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,828,644
- Net assets (BOY)
- $10,642,475
Income & contributions
- Participant contributions
- $2,373,805
- Total contributions
- $2,468,753
- Total income / additions
- $4,625,787
Expenses & distributions
- Benefits paid
- $2,294,500
- Administrative expenses
- $98,485
- Total expenses
- $2,439,618
- Net increase / (decrease)
- $2,186,169
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 assets19%Computed ratio
Benefits paid ÷ total income50%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $69,755 | $0 | 2023 |
| Usca Ria LLC | INVESTMENT/FINANCIAL ADVI | $28,730 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |