Plan5500

Wardlaw Companies 401(K) Plan — Form 5500 plan (Wardlaw Claims 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, Wardlaw Companies 401(K) Plan is a benefit plan reported by Wardlaw Claims Services, LLC under EIN 74-2674209 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $1,429,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wardlaw Claims Services, LLC
EIN
74-2674209
Plan number
001
Plan type
2
Location
Waco, TX
Latest filing year
2023
Participants
321
End-of-year plan assets
$1,429,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20250210142603NAL0035197234001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,429,620
Total liabilities (EOY)
$0
Net assets (EOY)
$1,429,620
Net assets (BOY)
$774,941

Income & contributions

Participant contributions
$580,648
Total contributions
$580,648
Total income / additions
$789,196

Expenses & distributions

Benefits paid
$123,158
Administrative expenses
$11,359
Total expenses
$134,517
Net increase / (decrease)
$654,679

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan SvsRECORDKEEPER$6,334not reported in the loaded dataset2023
Resource Benefits AdminstratorsTHIRD PARTY ADMINISTRATO$5,025not reported in the loaded dataset2023

Related Form 5500 pages