Wolfram Research, Inc. 401(K) Plan — Form 5500 plan (Wolfram Research, 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, Wolfram Research, Inc. 401(K) Plan is a benefit plan reported by Wolfram Research, Inc. under EIN 37-1261248 and plan number 001. The latest loaded filing year is 2023. The filing reports 643 participants and $71,391,775 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolfram Research, Inc.
EIN
37-1261248
Plan number
001
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
643
End-of-year plan assets
$71,391,775

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023643H, C20241010140803NAL0035996832001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,391,775
Total liabilities (EOY)
$0
Net assets (EOY)
$71,391,775
Net assets (BOY)
$58,455,887

Income & contributions

Employer contributions
$821,603
Participant contributions
$3,219,620
Total contributions
$4,072,832
Total income / additions
$15,480,027

Expenses & distributions

Benefits paid
$2,512,120
Administrative expenses
$25,640
Total expenses
$2,544,139
Net increase / (decrease)
$12,935,888

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisers Inc.NONE$13,590not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$13,325$02023

Related Form 5500 pages