Wachovia Corporation Long Term Disability Plan — Form 5500 plan (Wells Fargo & Company)
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, Wachovia Corporation Long Term Disability Plan is a benefit plan reported by Wells Fargo & Company under EIN 41-0449260 and plan number 521. The latest loaded filing year is 2023. The filing reports 291 participants and $4,910,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wells Fargo & Company
- EIN
- 41-0449260
- Plan number
- 521
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $4,910,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H | 20241007114523NAL0016004993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,910,175
- Total liabilities (EOY)
- $275,925
- Net assets (EOY)
- $4,634,250
- Net assets (BOY)
- $7,821,115
Income & contributions
- Total contributions
- $0
- Total income / additions
- $240,169
Expenses & distributions
- Benefits paid
- $3,424,284
- Administrative expenses
- $2,750
- Total expenses
- $3,427,034
- Net increase / (decrease)
- -$3,186,865
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.