2023 Form 5500 filing — W & A Distribution Services, Inc. 401(K) 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 20241002141820NAL0015223568001) for W & A Distribution Services, Inc. 401(K) Profit Sharing Plan & Trust, reported by W & A Distribution Services, Inc. under EIN 39-1674583 and plan number 001. It reports 102 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241002141820NAL0015223568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W & A Distribution Services, Inc.
- EIN
- 39-1674583
- Plan number
- 001
- Location
- Fort Atkinson, WI
- Participants
- 102
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,083,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,083,059
- Employer contributions
- $112,252
- Participant contributions
- $300,451
- Total income / additions
- $1,366,423
- Benefits paid
- $137,352
- Administrative expenses
- $1,212
- Total expenses
- $138,564
- Net increase / (decrease)
- $1,227,859
- Schedule source
- Schedule I