Wadhams Enterprises, Inc. Employee Retirement Savings Plan — Form 5500 plan (Wadhams Enterprises, 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, Wadhams Enterprises, Inc. Employee Retirement Savings Plan is a benefit plan reported by Wadhams Enterprises, Inc. under EIN 16-1397441 and plan number 001. The latest loaded filing year is 2023. The filing reports 772 participants and $25,739,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wadhams Enterprises, Inc.
EIN
16-1397441
Plan number
001
Plan type
2
Location
Phelps, NY
Latest filing year
2023
Participants
772
End-of-year plan assets
$25,739,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023772H, C20240822142442NAL0011171730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,739,250
Total liabilities (EOY)
$0
Net assets (EOY)
$25,739,250
Net assets (BOY)
$22,281,640

Income & contributions

Employer contributions
$666,679
Participant contributions
$1,561,358
Total contributions
$2,355,986
Total income / additions
$6,012,133

Expenses & distributions

Benefits paid
$2,437,592
Administrative expenses
$116,746
Total expenses
$2,554,523
Net increase / (decrease)
$3,457,610

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James P Reagan AgencyN/A$71,725$02023
Benefit Plans Admin Services Inc.N/A$45,021$02023

Related Form 5500 pages