2023 Form 5500 filing — Wedel Financial Group Self Funded Medical Reimbursement 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 20250430160008NAL0002102673001) for Wedel Financial Group Self Funded Medical Reimbursement Plan, reported by Wedel Financial Group under EIN 85-1701635 and plan number 501. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35.2KReported net assets$35,211
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250430160008NAL0002102673001
Plan sponsor
Wedel Financial Group
EIN
85-1701635
Plan number
501
Location
Salina, KS
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$35.5K total assets
Net assets$35.2KLiabilities$310
Money in vs. money out
Total income / additions$52.3K
Total expenses$17.1K
Benefits paid / distributions$6.8K
Contributions
EmployerNot reported
Participant$52K
Full reported line items
Total assets (EOY)
$35,521
Total liabilities (EOY)
$310
Net assets (EOY)
$35,211
Participant contributions
$52,027
Total income / additions
$52,312
Benefits paid
$6,754
Administrative expenses
$10,347
Total expenses
$17,101
Net increase / (decrease)
$35,211

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250430160008NAL0002102673001 cover?
It is the 2023 Form 5500 filing for Wedel Financial Group Self Funded Medical Reimbursement Plan, reported by Wedel Financial Group (EIN 85-1701635).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages