How many benefit plans does Ws Asset Management, Inc report on Form 5500?

Ws Asset Management, Inc (EIN 04-2745768) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Ws Asset Management, Inc?

The Employer Identification Number (EIN) reported for Ws Asset Management, Inc is 04-2745768.

What is the latest Form 5500 filing year for Ws Asset Management, Inc?

The latest loaded Form 5500 filing year for Ws Asset Management, Inc is 2023.

Ws Asset Management, Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Ws Asset Management, Inc (EIN 04-2745768) is a plan sponsor located in Chestnut Hill, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 04-2745768
Location: Chestnut Hill, MA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $44,578,814
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $44,578,814

Contributions & income

Employer contributions: $1,144,984
Participant contributions: $3,807,951
Total income / additions: $13,465,448

Expenses & distributions

Benefits paid / distributions: $3,084,537
Total expenses: $3,135,435
Net increase / (decrease): $10,330,013

Coverage

Total reported participants: 984
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Ws Asset Management, Inc plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Ws Asset Management, Inc. 401(K) And Profit Sharing Plan	001	444	$44,578,814	2023
Ws Asset Management, Inc Welfare Benefit Plan	501	540	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Ws Asset Management, Inc
Year	Plan	Participants	Schedules	Filing
2023	Ws Asset Management, Inc Welfare Benefit Plan	540	—	20241008100300NAL0033308722001
2023	Ws Asset Management, Inc. 401(K) And Profit Sharing Plan	444	H, C	20241011101433NAL0010804051001