14 W Administrative Services, LLC. 401(K) Savings & Retirement Plan — Form 5500 plan (14w Administrative Services LLC)
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, 14 W Administrative Services, LLC. 401(K) Savings & Retirement Plan is a benefit plan reported by 14w Administrative Services LLC under EIN 52-2325681 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,269 participants and $97,170,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 14w Administrative Services LLC
- EIN
- 52-2325681
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 1,269
- End-of-year plan assets
- $97,170,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,269 | H, C | 20240806103302NAL0005450466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,170,274
- Total liabilities (EOY)
- $3,810
- Net assets (EOY)
- $97,166,464
- Net assets (BOY)
- $81,552,975
Income & contributions
- Employer contributions
- $1,388,632
- Participant contributions
- $4,652,046
- Total contributions
- $6,297,601
- Total income / additions
- $21,977,999
Expenses & distributions
- Benefits paid
- $7,378,742
- Administrative expenses
- -$37,699
- Total expenses
- $7,340,941
- Net increase / (decrease)
- $14,637,058
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$103,016 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 14w Administrative Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Robert W Baird & Co — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation