Waco, Inc. 401(K) Retirement & Savings Plan — Form 5500 plan (Waco, 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, Waco, Inc. 401(K) Retirement & Savings Plan is a benefit plan reported by Waco, Inc. under EIN 54-0720555 and plan number 004. The latest loaded filing year is 2023. The filing reports 642 participants and $23,378,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Waco, Inc.
EIN
54-0720555
Plan number
004
Plan type
2
Location
Sandston, VA
Latest filing year
2023
Participants
642
End-of-year plan assets
$23,378,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023642H, C20241013101800NAL0013995443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,378,503
Total liabilities (EOY)
$0
Net assets (EOY)
$23,378,503
Net assets (BOY)
$19,046,339

Income & contributions

Employer contributions
$150,120
Participant contributions
$764,030
Total contributions
$919,739
Total income / additions
$5,551,450

Expenses & distributions

Benefits paid
$1,148,164
Administrative expenses
$54,719
Total expenses
$1,219,286
Net increase / (decrease)
$4,332,164

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Midatlantic Capital ManagementNONE$24,993not reported in the loaded dataset2023
Ascensus LLCNONE$16,901$02023
Brown EdwardsNONE$9,000not reported in the loaded dataset2023

Related Form 5500 pages