2023 Form 5500 filing — 1898 Waverly 401k 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 20241014173934NAL0053393538001) for 1898 Waverly 401k Trust, reported by 1898 Waverly, Inc. under EIN 47-5408911 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$725.2KReported net assets$725,181
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241014173934NAL0053393538001
- Plan sponsor
- 1898 Waverly, Inc.
- EIN
- 47-5408911
- Plan number
- 001
- Location
- Hendersonville, NC
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$725.2K total assets
Net assets$725.2KLiabilities—
Full reported line items
- Total assets (EOY)
- $725,181
- Net assets (EOY)
- $725,181
- Total income / additions
- $130,541
- Total expenses
- $0
- Net increase / (decrease)
- $130,541