Wilberts Inc.401(K) Plan — Form 5500 plan (Wilberts 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, Wilberts Inc.401(K) Plan is a benefit plan reported by Wilberts Inc. under EIN 16-1462160 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $9,373,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilberts Inc.
- EIN
- 16-1462160
- Plan number
- 002
- Plan type
- 2
- Location
- Webster, NY
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $9,373,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241015103841NAL0055613186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,373,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,373,593
- Net assets (BOY)
- $6,856,140
Income & contributions
- Employer contributions
- $450,130
- Participant contributions
- $598,118
- Total contributions
- $1,486,741
- Total income / additions
- $2,911,465
Expenses & distributions
- Benefits paid
- $361,921
- Administrative expenses
- $29,615
- Total expenses
- $394,012
- Net increase / (decrease)
- $2,517,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Enhancement Advisory Service | INVESTMENT/FINANCIAL ADVI | $21,436 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,178 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |