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 Downstream 401(K) Employees Plan is a benefit plan reported by Wtg Downstream Services, LLC under EIN 87-1925653 and plan number 001. The latest loaded filing year is 2023. The filing reports 632 participants and $23,628,481 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,628,481
- Total liabilities (EOY)
- $81,549
- Net assets (EOY)
- $23,546,932
- Net assets (BOY)
- $20,046,400
Income & contributions
- Employer contributions
- $1,013,133
- Participant contributions
- $1,447,561
- Total contributions
- $2,624,600
- Total income / additions
- $5,876,650
Expenses & distributions
- Benefits paid
- $2,323,879
- Administrative expenses
- $52,239
- Total expenses
- $2,376,118
- Net increase / (decrease)
- $3,500,532