Wengers Of Myerstown 401(K) Thrift Plan — Form 5500 plan (Wengers Of Myerstown)
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, Wengers Of Myerstown 401(K) Thrift Plan is a benefit plan reported by Wengers Of Myerstown under EIN 23-1527622 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $14,998,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wengers Of Myerstown
- EIN
- 23-1527622
- Plan number
- 001
- Plan type
- 2
- Location
- Myerstown, PA
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $14,998,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241015154027NAL0014988099001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,998,293
- Total liabilities (EOY)
- $15,355
- Net assets (EOY)
- $14,982,938
- Net assets (BOY)
- $12,832,008
Income & contributions
- Employer contributions
- $237,165
- Participant contributions
- $625,202
- Total contributions
- $862,367
- Total income / additions
- $3,021,860
Expenses & distributions
- Benefits paid
- $804,343
- Administrative expenses
- $66,587
- Total expenses
- $870,930
- Net increase / (decrease)
- $2,150,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $58,721 | not reported in the loaded dataset | 2023 |
| Garcia, Garman & Shea Pc | AUDITOR | $8,000 | not reported in the loaded dataset | 2023 |