Wingate Sales Associates, Inc. 401(K) Profit Shari — Form 5500 plan (Wingate Sales Associates LLC)
Plain-English plan 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, Wingate Sales Associates, Inc. 401(K) Profit Shari is a benefit plan reported by Wingate Sales Associates LLC under EIN 02-0472992 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $3,513,483 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wingate Sales Associates LLC
- EIN
- 02-0472992
- Plan number
- 001
- Plan type
- 2
- Location
- Chestnut Hill, MA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $3,513,483
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241015092354NAL0027938497001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,513,483
- Total liabilities (EOY)
- $1,500
- Net assets (EOY)
- $3,511,983
- Net assets (BOY)
- $3,204,174
Income & contributions
- Employer contributions
- $89,032
- Participant contributions
- $86,400
- Total income / additions
- $307,809
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $307,809
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.