Werth Wealth Management Profit Sharing Plan — Form 5500 plan (Werth Wealth Management, LLC)
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, Werth Wealth Management Profit Sharing Plan is a benefit plan reported by Werth Wealth Management, LLC under EIN 38-3768454 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $7,469,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Werth Wealth Management, LLC
- EIN
- 38-3768454
- Plan number
- 001
- Plan type
- 2
- Location
- Hays, KS
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $7,469,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240708141200NAL0020048752001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,469,224
- Net assets (EOY)
- $7,469,224
- Net assets (BOY)
- $6,013,807
Income & contributions
- Employer contributions
- $263,353
- Participant contributions
- $212,201
- Total income / additions
- $1,480,222
Expenses & distributions
- Total expenses
- $24,805
- Net increase / (decrease)
- $1,455,417
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.