2023 Form 5500 filing — Werth Wealth Management Profit Sharing 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 20240708141200NAL0020048752001) for Werth Wealth Management Profit Sharing Plan, reported by Werth Wealth Management, LLC under EIN 38-3768454 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240708141200NAL0020048752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Werth Wealth Management, LLC
- EIN
- 38-3768454
- Plan number
- 001
- Location
- Hays, KS
- Participants
- 15
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,469,224
- Net assets (EOY)
- $7,469,224
- Employer contributions
- $263,353
- Participant contributions
- $212,201
- Total income / additions
- $1,480,222
- Total expenses
- $24,805
- Net increase / (decrease)
- $1,455,417
- Schedule source
- Schedule I