2023 Form 5500 filing — Wkendall Financial, Inc. Retirement 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 20240605165804NAL0033903232001) for Wkendall Financial, Inc. Retirement Plan, reported by Wkendall Financial, Inc. under EIN 84-1874107 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240605165804NAL0033903232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wkendall Financial, Inc.
- EIN
- 84-1874107
- Plan number
- 001
- Location
- Hinckley, OH
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $1
- Benefits paid
- $35
- Administrative expenses
- $8
- Total expenses
- $43
- Net increase / (decrease)
- -$42
- Schedule source
- Schedule I