Plan5500

Wedel Financial Group — 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, Wedel Financial Group (EIN 85-1701635) is a plan sponsor located in Salina, KS 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
85-1701635
Location
Salina, KS
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 Wedel Financial Group

  • 1 loaded plans hold $35.5K in reported assets.
  • The largest, Wedel Financial Group Self Funded Medical Reimbursement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 8 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.2KSummed across loaded plans$35,211
Total reported assets$35.5K$35,521
Total reported participants8
Total reported liabilities$310

Reported net position

Reported assets = net assets + liabilities (summed)$35.5K total assets
Net assets$35.2KLiabilities$310
Contributions & income
Employer contributionsNot reported
Participant contributions$52K
Total income / additions$52.3K
Expenses & distributions
Benefits paid / distributions$6.8K
Total expenses$17.1K
Net increase / (decrease)$35.2K

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%Wedel Financial Group Self Funded Medical Reimbursement Plan
Participants per plan8Average 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. 1
    Wedel Financial Group Self Funded Medical Reimbursement Plan$35.5K
    Plan #501 · 8 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 Wedel Financial Group. Open one for its full reported snapshot.

  1. 2023
    Wedel Financial Group Self Funded Medical Reimbursement Plan8 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wedel Financial Group report on Form 5500?
Wedel Financial Group (EIN 85-1701635) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wedel Financial Group?
The Employer Identification Number (EIN) reported for Wedel Financial Group is 85-1701635.
What is the latest Form 5500 filing year for Wedel Financial Group?
The latest loaded Form 5500 filing year for Wedel Financial Group is 2023.

Related Form 5500 pages