2023 Form 5500 filing — Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust
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 20240719100200NAL0006689409003) for Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust, reported by Wells, Wascow & Roessler, L.L.C. under EIN 46-3951425 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240719100200NAL0006689409003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wells, Wascow & Roessler, L.L.C.
- EIN
- 46-3951425
- Plan number
- 001
- Location
- Mundelein, IL
- Participants
- 11
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,361,687
- Total liabilities (EOY)
- $180
- Net assets (EOY)
- $5,361,507
- Employer contributions
- $43,939
- Participant contributions
- $34,050
- Total income / additions
- $811,090
- Net increase / (decrease)
- $811,090
- Schedule source
- Schedule I