2023 Form 5500 filing — W & D Special Services, Inc. 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 20240530084551NAL0026431794001) for W & D Special Services, Inc. 401(K) Plan, reported by W & D Special Services, Inc. under EIN 75-2986148 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240530084551NAL0026431794001
Filing year
2023
Form type
2
Plan sponsor
W & D Special Services, Inc.
EIN
75-2986148
Plan number
001
Location
Mansfield, TX
Participants
29
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,313,868
Total liabilities (EOY)
$0
Net assets (EOY)
$3,313,868
Employer contributions
$158,356
Participant contributions
$173,905
Total income / additions
$771,839
Benefits paid
$81,600
Administrative expenses
$102
Total expenses
$81,702
Net increase / (decrease)
$690,137
Schedule source
Schedule I

Related Form 5500 pages