Wtg Corporate Services, LLC And Affiliated Companies 401(K) Plan — Form 5500 plan (Wtg Corporate 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, Wtg Corporate Services, LLC And Affiliated Companies 401(K) Plan is a benefit plan reported by Wtg Corporate Services, LLC under EIN 85-4142506 and plan number 001. The latest loaded filing year is 2023. The filing reports 386 participants and $19,428,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wtg Corporate Services, LLC
- EIN
- 85-4142506
- Plan number
- 001
- Plan type
- 2
- Location
- Midland, TX
- Latest filing year
- 2023
- Participants
- 386
- End-of-year plan assets
- $19,428,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 386 | H, C | 20241015110352NAL0014451267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,428,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,428,148
- Net assets (BOY)
- $16,973,825
Income & contributions
- Employer contributions
- $585,324
- Participant contributions
- $869,465
- Total contributions
- $1,540,034
- Total income / additions
- $3,599,904
Expenses & distributions
- Benefits paid
- $1,102,539
- Administrative expenses
- $43,042
- Total expenses
- $1,145,581
- Net increase / (decrease)
- $2,454,323
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefits Seervices | INV. ADVISOR | $31,331 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER MGMT | $26,555 | not reported in the loaded dataset | 2023 |
| Actuaries & Associates | CONTRACT ADMIN | $9,168 | $10,000 | 2023 |
| Gallagher Benefit Services | INVESTMENT ADVISOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wtg Corporate Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Midland, TX
- Gallagher Benefits Seervices — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Actuaries & Associates — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation