How many benefit plans does W.B. Darley Financial Group, Inc.. report on Form 5500?

W.B. Darley Financial Group, Inc.. (EIN 26-3699993) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for W.B. Darley Financial Group, Inc..?

The Employer Identification Number (EIN) reported for W.B. Darley Financial Group, Inc.. is 26-3699993.

What is the latest Form 5500 filing year for W.B. Darley Financial Group, Inc..?

The latest loaded Form 5500 filing year for W.B. Darley Financial Group, Inc.. is 2023.

W.B. Darley Financial Group, 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, W.B. Darley Financial Group, Inc.. (EIN 26-3699993) is a plan sponsor located in Greenwood Village, CO 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: 26-3699993
Location: Greenwood Village, CO
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for W.B. Darley Financial Group, Inc..

1 loaded plans hold $935K in reported assets.
The largest, W.B. Darley Financial Group Retirement Plan, holds 100% of this company's reported plan assets.
Plans cover 2 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$935KSummed across loaded plans$935,042

Total reported assets$935K$935,042

Total reported participants2

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$935K total assets

Net assets$935KLiabilities—

Contributions & income

Employer contributions$4.6K

Participant contributions$27.5K

Total income / additions$191.8K

Expenses & distributions

Benefits paid / distributionsNot reported

Total expenses$349

Net increase / (decrease)$191.5K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%W.B. Darley Financial Group Retirement Plan

Participants per plan2Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
W.B. Darley Financial Group Retirement Plan$935K
Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for W.B. Darley Financial Group, Inc... Open one for its full reported snapshot.

2023
W.B. Darley Financial Group Retirement Plan2 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does W.B. Darley Financial Group, Inc.. report on Form 5500?: W.B. Darley Financial Group, Inc.. (EIN 26-3699993) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for W.B. Darley Financial Group, Inc..?: The Employer Identification Number (EIN) reported for W.B. Darley Financial Group, Inc.. is 26-3699993.
What is the latest Form 5500 filing year for W.B. Darley Financial Group, Inc..?: The latest loaded Form 5500 filing year for W.B. Darley Financial Group, Inc.. is 2023.