Plan5500

Wedbush Securities 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, Wedbush Securities Inc. (EIN 95-2495390) is a plan sponsor located in Los Angeles, CA 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
95-2495390
Location
Los Angeles, CA
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 Wedbush Securities Inc.

  • 2 loaded plans hold $151.8M in reported assets.
  • The largest, Wedbush Securities Inc. Employees' Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,868 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$151.8MSummed across loaded plans$151,761,955
Total reported assets$151.8M$151,761,955
Total reported participants1.9K1,868
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$151.8M total assets
Net assets$151.8MLiabilities—
Contributions & income
Employer contributions$5.4M
Participant contributions$8.9M
Total income / additions$40.7M
Expenses & distributions
Benefits paid / distributions$10.7M
Total expenses$10.8M
Net increase / (decrease)$29.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Wedbush Securities Inc. Employees' Retirement Plan
Participants per plan934Average 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
    Wedbush Securities Inc. Employees' Retirement Plan$151.8M
    Plan #002 · 1,144 participants · 2023
  2. 2
    Wedbush Securities Consolidated Benefits Plannot reported in the loaded dataset
    Plan #505 · 724 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 Wedbush Securities Inc.. Open one for its full reported snapshot.

  1. 2023
    Wedbush Securities Consolidated Benefits Plan724 participants · 2No schedules
    View filing →
  2. 2023
    Wedbush Securities Inc. Employees' Retirement Plan1,144 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wedbush Securities Inc. report on Form 5500?
Wedbush Securities Inc. (EIN 95-2495390) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wedbush Securities Inc.?
The Employer Identification Number (EIN) reported for Wedbush Securities Inc. is 95-2495390.
What is the latest Form 5500 filing year for Wedbush Securities Inc.?
The latest loaded Form 5500 filing year for Wedbush Securities Inc. is 2023.

Related Form 5500 pages