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, Ws Asset Management, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Ws Asset Management, Inc. under EIN 04-2745768 and plan number 001. The latest loaded filing year is 2023. The filing reports 444 participants and $44,578,814 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,578,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,578,814
- Net assets (BOY)
- $34,248,801
Income & contributions
- Employer contributions
- $1,144,984
- Participant contributions
- $3,807,951
- Total contributions
- $6,339,638
- Total income / additions
- $13,465,448
Expenses & distributions
- Benefits paid
- $3,084,537
- Administrative expenses
- $50,898
- Total expenses
- $3,135,435
- Net increase / (decrease)
- $10,330,013