Wsrp, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Wsrp, 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, Wsrp, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Wsrp, LLC under EIN 87-0517754 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $10,040,660 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wsrp, LLC
- EIN
- 87-0517754
- Plan number
- 001
- Plan type
- 3
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $10,040,660
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241004100003NAL0005603059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,040,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,040,660
- Net assets (BOY)
- $8,597,467
Income & contributions
- Employer contributions
- $330,317
- Participant contributions
- $686,432
- Total contributions
- $1,034,900
- Total income / additions
- $2,553,438
Expenses & distributions
- Benefits paid
- $1,053,496
- Administrative expenses
- $56,749
- Total expenses
- $1,110,245
- Net increase / (decrease)
- $1,443,193
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $20,828 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $16,165 | $0 | 2023 |
| Wells Coleman & Company Llp | AUDITOR | $13,000 | not reported in the loaded dataset | 2023 |
| Dwc - The 401(K) Experts | CONTRACT ADMIN | $7,127 | not reported in the loaded dataset | 2023 |
| Advised Assets Group | INVESTMENT MGMT | $1,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wsrp, LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Raymond James — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Wells Coleman & Company Llp — Schedule C compensation
- Dwc - The 401(K) Experts — Schedule C compensation
- Advised Assets Group — Schedule C compensation