Wehco 401(K) Retirement Savings Plan — Form 5500 plan (Wehco Media, 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, Wehco 401(K) Retirement Savings Plan is a benefit plan reported by Wehco Media, Inc. under EIN 71-0026260 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,964 participants and $46,945,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wehco Media, Inc.
- EIN
- 71-0026260
- Plan number
- 003
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 1,964
- End-of-year plan assets
- $46,945,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,964 | H, C | 20241008050918NAL0017148609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,945,275
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,945,275
- Net assets (BOY)
- $44,217,841
Income & contributions
- Employer contributions
- $383,877
- Participant contributions
- $2,342,577
- Total contributions
- $2,777,871
- Total income / additions
- $9,325,780
Expenses & distributions
- Benefits paid
- $6,393,527
- Administrative expenses
- $182,705
- Total expenses
- $6,598,346
- Net increase / (decrease)
- $2,727,434
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $107,910 | $0 | 2023 |
| Aptus Financial LLC | INVESTMENT/FINANCIAL ADVI | $74,794 | $0 | 2023 |
| Charles Schwab & Co, Inc. | INVESTMENT MANAGER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wehco Media, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Adp, Inc. — Schedule C compensation
- Aptus Financial LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation