Wales-Darby, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Wales-Darby, Inc.)
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, Wales-Darby, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wales-Darby, Inc. under EIN 11-2335371 and plan number 001. The latest loaded filing year is 2023. The filing reports 77 participants and $16,398,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wales-Darby, Inc.
- EIN
- 11-2335371
- Plan number
- 001
- Plan type
- 2
- Location
- Islandia, NY
- Latest filing year
- 2023
- Participants
- 77
- End-of-year plan assets
- $16,398,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 77 | I | 20240812085844NAL0009331361001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,398,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,398,321
- Net assets (BOY)
- $13,811,175
Income & contributions
- Employer contributions
- $292,964
- Participant contributions
- $678,839
- Total income / additions
- $3,445,719
Expenses & distributions
- Benefits paid
- $806,670
- Administrative expenses
- $51,903
- Total expenses
- $858,573
- Net increase / (decrease)
- $2,587,146
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.