2023 Form 5500 filing — W5 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240524125500NAL0011184800001) for W5 401(K) Plan, reported by W5 Inc. under EIN 75-3040477 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,590,736
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524125500NAL0011184800001
Plan sponsor
W5 Inc.
EIN
75-3040477
Plan number
001
Location
Durham, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$706.4K
Total expenses$27K
Benefits paid / distributions$26.9K
Contributions
Employer$31.8K
Participant$75.8K
Full reported line items
Total assets (EOY)
$2,590,736
Total liabilities (EOY)
$0
Net assets (EOY)
$2,590,736
Employer contributions
$31,791
Participant contributions
$75,849
Total income / additions
$706,443
Benefits paid
$26,862
Administrative expenses
$150
Total expenses
$27,012
Net increase / (decrease)
$679,431

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524125500NAL0011184800001 cover?
It is the 2023 Form 5500 filing for W5 401(K) Plan, reported by W5 Inc. (EIN 75-3040477).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages