Wayfinder Family Services 401(K) Retirement Plan — Form 5500 plan (Wayfinder Family 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, Wayfinder Family Services 401(K) Retirement Plan is a benefit plan reported by Wayfinder Family Services under EIN 95-1977659 and plan number 002. The latest loaded filing year is 2023. The filing reports 540 participants and $15,640,806 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.6MPlan net assets, end of year$15,640,806
Participants540Covered participants reported
Assets / participant$29KComputed: assets ÷ participants$28,964 (computed)
Provider compensation$93.5K4 Schedule C provider row(s)$93,480
- Plan sponsor
- Wayfinder Family Services
- EIN
- 95-1977659
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20241011174900NAL0039702112001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,640,806
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,640,806
- Net assets (BOY)
- $13,581,097
Income & contributions
- Employer contributions
- $478,958
- Participant contributions
- $822,073
- Total contributions
- $1,301,031
- Total income / additions
- $3,404,185
Expenses & distributions
- Benefits paid
- $1,250,996
- Administrative expenses
- $93,480
- Total expenses
- $1,344,476
- Net increase / (decrease)
- $2,059,709
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $36,340 | $0 | 2023 |
| Securities America Advisors Inc | INVESTMENT ADVISOR | $35,128 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,012 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wayfinder Family Services
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Securities America Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation