2023 Form 5500 filing — Wendt 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 20240621082818NAL0003452848001) for Wendt 401(K) Plan, reported by Wendt Corp. under EIN 16-1102456 and plan number 002. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.7MReported net assets$13,699,790
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240621082818NAL0003452848001
Plan sponsor
Wendt Corp.
EIN
16-1102456
Plan number
002
Location
Buffalo, NY
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$453.7K
Benefits paid / distributions$453.3K
Contributions
Employer$404K
Participant$810.1K
Full reported line items
Total assets (EOY)
$13,699,790
Total liabilities (EOY)
$0
Net assets (EOY)
$13,699,790
Employer contributions
$403,959
Participant contributions
$810,133
Total income / additions
$3,689,704
Benefits paid
$453,278
Administrative expenses
$400
Total expenses
$453,658
Net increase / (decrease)
$3,236,046

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240621082818NAL0003452848001 cover?
It is the 2023 Form 5500 filing for Wendt 401(K) Plan, reported by Wendt Corp. (EIN 16-1102456).
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