Lil' Wave Financial, Inc. 401(K) Plan — Form 5500 plan (Lil' Wave Financial, 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, Lil' Wave Financial, Inc. 401(K) Plan is a benefit plan reported by Lil' Wave Financial, Inc. under EIN 27-0858575 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,574,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lil' Wave Financial, Inc.
- EIN
- 27-0858575
- Plan number
- 001
- Plan type
- 2
- Location
- Canoga Park, CA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,574,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240819160045NAL0000909443001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,574,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,574,029
- Net assets (BOY)
- $2,193,031
Income & contributions
- Employer contributions
- $77,999
- Participant contributions
- $133,639
- Total income / additions
- $428,310
Expenses & distributions
- Benefits paid
- $42,486
- Administrative expenses
- $4,826
- Total expenses
- $47,312
- Net increase / (decrease)
- $380,998
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.