Wistron 401(K) Plan — Form 5500 plan (Sms Infocomm Corporation)
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, Wistron 401(K) Plan is a benefit plan reported by Sms Infocomm Corporation under EIN 74-2777490 and plan number 001. The latest loaded filing year is 2023. The filing reports 930 participants and $31,680,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sms Infocomm Corporation
- EIN
- 74-2777490
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 930
- End-of-year plan assets
- $31,680,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 930 | H, C | 20241009022856NAL0010268483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,680,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,680,495
- Net assets (BOY)
- $29,793,921
Income & contributions
- Employer contributions
- $790,079
- Participant contributions
- $1,397,059
- Total contributions
- $2,197,933
- Total income / additions
- $6,901,585
Expenses & distributions
- Benefits paid
- $1,335,768
- Administrative expenses
- $48,137
- Total expenses
- $1,383,905
- Net increase / (decrease)
- $5,517,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATO | $0 | $14,482 | 2023 |
| Turner Stone And Company, Llp | SERVICE PROVIDER | $12,000 | not reported in the loaded dataset | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $4,727 | 2023 |
| Voya Retirement Ins & Annuity Co. | SERVICE PROVIDER | $4,497 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $4,497 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sms Infocomm Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Ascensus C/O Future Plan — Schedule C compensation
- Turner Stone And Company, Llp — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Ins & Annuity Co. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation