Wp Holdco 401(K) Plan — Form 5500 plan (Wp Holdco 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, Wp Holdco 401(K) Plan is a benefit plan reported by Wp Holdco LLC under EIN 90-1256488 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $6,865,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wp Holdco LLC
- EIN
- 90-1256488
- Plan number
- 001
- Plan type
- 2
- Location
- Abilene, TX
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $6,865,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20260213154539NAL0001683024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,865,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,865,597
- Net assets (BOY)
- $4,688,258
Income & contributions
- Employer contributions
- $681,595
- Participant contributions
- $874,652
- Total contributions
- $1,988,591
- Total income / additions
- $2,586,680
Expenses & distributions
- Benefits paid
- $383,444
- Administrative expenses
- $25,897
- Total expenses
- $409,341
- Net increase / (decrease)
- $2,177,339
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | INVESTMENT ADVISOR | $17,774 | $0 | 2023 |
| Pension Planning Consultants Inc | CONTRACT ADMIN | $2,200 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,450 | $0 | 2023 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $1,082 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wp Holdco LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Abilene, TX
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Pension Planning Consultants Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insur Co Of America — Schedule C compensation