2023 Form 5500 filing — Wake Stone Corporation Profit Sharing And 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 20240816074018NAL0008126547001) for Wake Stone Corporation Profit Sharing And 401(K) Plan, reported by Wake Stone Corporation under EIN 56-0946494 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$33.4MReported net assets$33,373,187
Participants151
Provider compensation$47.2K2 Schedule C row(s)$47,152
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240816074018NAL0008126547001
Plan sponsor
Wake Stone Corporation
EIN
56-0946494
Plan number
001
Location
Knightdale, NC
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$33.4M total assets
Net assets$33.4MLiabilities
Money in vs. money out
Total income / additions$7.6M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$2.2M
Participant$1M
Full reported line items
Total assets (EOY)
$33,373,187
Net assets (EOY)
$33,373,187
Employer contributions
$2,200,000
Participant contributions
$1,041,753
Total income / additions
$7,603,609
Benefits paid
$2,501,125
Administrative expenses
$47,152
Total expenses
$2,548,277
Net increase / (decrease)
$5,055,332
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $25.1K
  2. 2
    RECORDKEEPER · Direct $22K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240816074018NAL0008126547001 cover?
It is the 2023 Form 5500 filing for Wake Stone Corporation Profit Sharing And 401(K) Plan, reported by Wake Stone Corporation (EIN 56-0946494).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages