Plan5500

Ward-Boland Associates, 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, Ward-Boland Associates, Inc. (EIN 52-0999895) is a plan sponsor located in Owings Mills, MD 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
52-0999895
Location
Owings Mills, MD
Loaded plans
2
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 Ward-Boland Associates, Inc.

  • 2 loaded plans hold $8.9M in reported assets.
  • The largest, Ward-Boland Associates, Inc. 401(K) Retirement Plan, holds 64% of this company's reported plan assets.
  • Plans cover 77 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.8MSummed across loaded plans$8,844,541
Total reported assets$8.9M$8,851,318
Total reported participants77
Total reported liabilities$6.8K$6,777

Reported net position

Reported assets = net assets + liabilities (summed)$8.9M total assets
Net assets$8.8MLiabilities$6.8K
Contributions & income
Employer contributions$122.6K
Participant contributions$348K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$440.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets64%Ward-Boland Associates, Inc. 401(K) Retirement Plan
Participants per plan39Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ward-Boland Associates, Inc. 401(K) Retirement Plan$5.7M
    Plan #001 · 36 participants · 2023
  2. 2
    Ward-Boland Associates, Inc. Employee Stock Ownership Plan And Profit Sharing Plan$3.2M
    Plan #002 · 41 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 Ward-Boland Associates, Inc.. Open one for its full reported snapshot.

  1. 2023
    Ward-Boland Associates, Inc. 401(K) Retirement Plan36 participants · 2Sch I
    View filing →
  2. 2023
    Ward-Boland Associates, Inc. Employee Stock Ownership Plan And Profit Sharing Plan41 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ward-Boland Associates, Inc. report on Form 5500?
Ward-Boland Associates, Inc. (EIN 52-0999895) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ward-Boland Associates, Inc.?
The Employer Identification Number (EIN) reported for Ward-Boland Associates, Inc. is 52-0999895.
What is the latest Form 5500 filing year for Ward-Boland Associates, Inc.?
The latest loaded Form 5500 filing year for Ward-Boland Associates, Inc. is 2023.

Related Form 5500 pages