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, Wedgewood 401(K) Plan is a benefit plan reported by Wedgewood, LLC under EIN 32-0474995 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $26,419,879 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,419,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,419,879
- Net assets (BOY)
- $19,957,074
Income & contributions
- Employer contributions
- $991,453
- Participant contributions
- $2,516,523
- Total contributions
- $4,020,032
- Total income / additions
- $8,087,757
Expenses & distributions
- Benefits paid
- $1,417,773
- Administrative expenses
- $181,357
- Total expenses
- $1,624,952
- Net increase / (decrease)
- $6,462,805