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, Wightman & Associates, Inc. 401k Profit Sharing Plan is a benefit plan reported by Wightman & Associates, Inc. under EIN 38-1962190 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $25,463,590 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,463,590
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,463,590
- Net assets (BOY)
- $19,315,848
Income & contributions
- Employer contributions
- $517,738
- Participant contributions
- $1,208,929
- Total contributions
- $2,843,007
- Total income / additions
- $6,581,887
Expenses & distributions
- Benefits paid
- $401,567
- Administrative expenses
- $32,578
- Total expenses
- $434,145
- Net increase / (decrease)
- $6,147,742