2023 Form 5500 filing — Wachovia Corporation Long Term Disability 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 20241007114523NAL0016004993001) for Wachovia Corporation Long Term Disability Plan, reported by Wells Fargo & Company under EIN 41-0449260 and plan number 521. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241007114523NAL0016004993001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wells Fargo & Company
- EIN
- 41-0449260
- Plan number
- 521
- Location
- San Francisco, CA
- Participants
- 291
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,910,175
- Total liabilities (EOY)
- $275,925
- Net assets (EOY)
- $4,634,250
- Total income / additions
- $240,169
- Benefits paid
- $3,424,284
- Administrative expenses
- $2,750
- Total expenses
- $3,427,034
- Net increase / (decrease)
- -$3,186,865
- Schedule source
- Schedule H