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, Wetherill Associates, Inc. Retirement And 401(K) Savings Plan is a benefit plan reported by Wetherill Associates, Inc. under EIN 23-2069598 and plan number 002. The latest loaded filing year is 2023. The filing reports 503 participants and $23,265,252 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,265,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,265,252
- Net assets (BOY)
- $19,686,375
Income & contributions
- Employer contributions
- $374,494
- Participant contributions
- $1,330,935
- Total contributions
- $1,860,074
- Total income / additions
- $5,439,678
Expenses & distributions
- Benefits paid
- $1,838,266
- Administrative expenses
- $5,915
- Total expenses
- $1,860,801
- Net increase / (decrease)
- $3,578,877