Wgi, Inc. 401(K) Plan — Form 5500 plan (Wgi, 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, Wgi, Inc. 401(K) Plan is a benefit plan reported by Wgi, Inc. under EIN 65-0271367 and plan number 002. The latest loaded filing year is 2023. The filing reports 795 participants and $50,763,866 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$50.8MPlan net assets, end of year$50,763,866
Participants795Covered participants reported
Assets / participant$63.9KComputed: assets ÷ participants$63,854 (computed)
Provider compensation$190.1K3 Schedule C provider row(s)$190,148
- Plan sponsor
- Wgi, Inc.
- EIN
- 65-0271367
- Plan number
- 002
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20240917102426NAL0002753073001 |
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)$50.8M total assets
Net assets$50.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $50,763,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,763,866
- Net assets (BOY)
- $38,599,488
Income & contributions
- Employer contributions
- $1,084,843
- Participant contributions
- $4,025,143
- Total contributions
- $8,193,666
- Total income / additions
- $15,624,156
Expenses & distributions
- Benefits paid
- $3,229,322
- Administrative expenses
- $230,456
- Total expenses
- $3,459,778
- Net increase / (decrease)
- $12,164,378
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.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Fas & Eps (Ria) | RIA | $113,426 | $0 | 2023 |
| R .J. L. Pension Services, Inc. | THIRD PARTY ADMINISTRATOR | $35,360 | $39,726 | 2023 |
| John Hancock Life Insurance Co. Usa | RECORDKEEPER | $1,636 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wgi, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Merrill Lynch Fas & Eps (Ria) — Schedule C compensation
- R .J. L. Pension Services, Inc. — Schedule C compensation
- John Hancock Life Insurance Co. Usa — Schedule C compensation