Wom South Investors, 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, Wom South Investors, Inc (EIN 46-0490751) is a plan sponsor located in Pineville, NC 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
46-0490751
Location
Pineville, NC
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,499,100
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,499,100

Contributions & income

Employer contributions
$117,357
Participant contributions
$426,983
Total income / additions
$1,687,394

Expenses & distributions

Benefits paid / distributions
$148,517
Total expenses
$178,856
Net increase / (decrease)
$1,508,538

Coverage

Total reported participants
155
Plans with financial statements
1
Plans with provider compensation
0

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

Wom South Investors, Inc plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wom South Investors 401 (K) Plan001155$7,499,1002023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wom South Investors, Inc
YearPlanParticipantsSchedulesFiling
2023Wom South Investors 401 (K) Plan155H20250925122841NAL0012162930001

Related Form 5500 pages