Welfare & Pension Administration Service, Inc. 401(K) Plan For — Form 5500 plan (Welfare & Pension Adm. Services)

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, Welfare & Pension Administration Service, Inc. 401(K) Plan For is a benefit plan reported by Welfare & Pension Adm. Services under EIN 91-1363171 and plan number 003. The latest loaded filing year is 2023. The filing reports 130 participants and $5,996,817 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Welfare & Pension Adm. Services
EIN
91-1363171
Plan number
003
Plan type
2
Location
Mercer Island, WA
Latest filing year
2023
Participants
130
End-of-year plan assets
$5,996,817

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241018134518NAL0017045747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,996,817
Total liabilities (EOY)
$0
Net assets (EOY)
$5,996,817
Net assets (BOY)
$5,890,568

Income & contributions

Employer contributions
$281,125
Participant contributions
$417,484
Total contributions
$698,609
Total income / additions
$1,507,995

Expenses & distributions

Benefits paid
$1,343,626
Administrative expenses
$58,120
Total expenses
$1,401,746
Net increase / (decrease)
$106,249

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbiz Cpas P.C.ACCOUNTANT$40,425not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$31,609$02023

Related Form 5500 pages