W & A Distribution Services, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (W & A Distribution Services, 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, W & A Distribution Services, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by W & A Distribution Services, Inc. under EIN 39-1674583 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $7,083,059 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W & A Distribution Services, Inc.
- EIN
- 39-1674583
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Atkinson, WI
- Latest filing year
- 2023
- Participants
- 102
- End-of-year plan assets
- $7,083,059
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 102 | I | 20241002141820NAL0015223568001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,083,059
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,083,059
- Net assets (BOY)
- $5,855,200
Income & contributions
- Employer contributions
- $112,252
- Participant contributions
- $300,451
- Total income / additions
- $1,366,423
Expenses & distributions
- Benefits paid
- $137,352
- Administrative expenses
- $1,212
- Total expenses
- $138,564
- Net increase / (decrease)
- $1,227,859
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.