Wake Stone Corporation — 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, Wake Stone Corporation (EIN 56-0946494) is a plan sponsor located in Knightdale, NC 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
56-0946494
Location
Knightdale, NC
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 Wake Stone Corporation

  • 2 loaded plans hold $33.4M in reported assets.
  • The largest, Wake Stone Corporation Profit Sharing And 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 327 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$33.4MSummed across loaded plans$33,373,187
Total reported assets$33.4M$33,373,187
Total reported participants327
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$33.4M total assets
Net assets$33.4MLiabilities
Contributions & income
Employer contributions$2.2M
Participant contributions$1M
Total income / additions$7.6M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.5M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Wake Stone Corporation Profit Sharing And 401(K) Plan
Participants per plan164Average 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
    Plan #001 · 151 participants · 2023
  2. 2
    Wake Stone Corporation Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 176 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wake Stone Corporation. Open one for its full reported snapshot.

  1. 2023
    Wake Stone Corporation Profit Sharing And 401(K) Plan151 participants · 2Sch HSch C
    View filing →
  2. 2023
    Wake Stone Corporation Employee Benefit Plan176 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wake Stone Corporation report on Form 5500?
Wake Stone Corporation (EIN 56-0946494) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wake Stone Corporation?
The Employer Identification Number (EIN) reported for Wake Stone Corporation is 56-0946494.
What is the latest Form 5500 filing year for Wake Stone Corporation?
The latest loaded Form 5500 filing year for Wake Stone Corporation is 2023.

Related Form 5500 pages