How many benefit plans does Watg Holdings, Inc. report on Form 5500?

Watg Holdings, Inc. (EIN 20-4469303) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Watg Holdings, Inc.?

The Employer Identification Number (EIN) reported for Watg Holdings, Inc. is 20-4469303.

What is the latest Form 5500 filing year for Watg Holdings, Inc.?

The latest loaded Form 5500 filing year for Watg Holdings, Inc. is 2023.

Watg Holdings, 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, Watg Holdings, Inc. (EIN 20-4469303) is a plan sponsor located in Tustin, CA with 2 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: 20-4469303
Location: Tustin, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $42,195,951
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $42,195,951

Contributions & income

Employer contributions: $356,979
Participant contributions: $1,643,139
Total income / additions: $7,717,914

Expenses & distributions

Benefits paid / distributions: $3,463,726
Total expenses: $3,561,027
Net increase / (decrease): $4,156,887

Coverage

Total reported participants: 507
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

Watg Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan	001	328	$42,195,951	2023
Wimberly Allison Tong & Goo Welfare Benefit Plan	502	179	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 Watg Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Wimberly Allison Tong & Goo Welfare Benefit Plan	179	—	20241015115640NAL0016292115001
2023	Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan	328	H, C	20241015171037NAL0016942483001