Plan5500

Wgm Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wgm Group, 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, Wgm Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wgm Group, Inc. under EIN 81-0382876 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $16,572,135 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wgm Group, Inc.
EIN
81-0382876
Plan number
001
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
136
End-of-year plan assets
$16,572,135

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241223113416NAL0019100178001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,572,135
Total liabilities (EOY)
$0
Net assets (EOY)
$16,572,135
Net assets (BOY)
$12,656,378

Income & contributions

Employer contributions
$1,147,074
Participant contributions
$892,669
Total contributions
$2,349,971
Total income / additions
$5,017,168

Expenses & distributions

Benefits paid
$1,069,866
Administrative expenses
$31,545
Total expenses
$1,101,411
Net increase / (decrease)
$3,915,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$21,075not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$6,321not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$4,149$02023

Related Form 5500 pages