2023 Form 5500 filing — Ray E Wells, Inc 401(K) Profit Sharing 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 20250714120008NAL0001039841001) for Ray E Wells, Inc 401(K) Profit Sharing Plan, reported by Ray Wells, Inc under EIN 93-0622952 and plan number 001. It reports 11 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,536,594
Participants11
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250714120008NAL0001039841001
Plan sponsor
Ray Wells, Inc
EIN
93-0622952
Plan number
001
Location
Florence, OR
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)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$608.8K
Total expenses$14.5K
Benefits paid / distributionsNot reported
Contributions
Employer$34.4K
Participant$170.2K
Full reported line items
Total assets (EOY)
$2,536,594
Net assets (EOY)
$2,536,594
Employer contributions
$34,445
Participant contributions
$170,245
Total income / additions
$608,848
Administrative expenses
$14,491
Total expenses
$14,491
Net increase / (decrease)
$594,357

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250714120008NAL0001039841001 cover?
It is the 2023 Form 5500 filing for Ray E Wells, Inc 401(K) Profit Sharing Plan, reported by Ray Wells, Inc (EIN 93-0622952).
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