Waw 401k Plan — Form 5500 plan (Wharton Aldhizer & Weaver, Plc)
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, Waw 401k Plan is a benefit plan reported by Wharton Aldhizer & Weaver, Plc under EIN 54-0432135 and plan number 001. The latest loaded filing year is 2023. The filing reports 58 participants and $13,898,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wharton Aldhizer & Weaver, Plc
- EIN
- 54-0432135
- Plan number
- 001
- Plan type
- 2
- Location
- Harrisonburg, VA
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $13,898,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20240802071740NAL0037626224001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,898,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,898,338
- Net assets (BOY)
- $11,418,839
Income & contributions
- Employer contributions
- $226,652
- Participant contributions
- $392,167
- Total income / additions
- $2,814,145
Expenses & distributions
- Benefits paid
- $346,490
- Administrative expenses
- -$11,844
- Total expenses
- $334,646
- Net increase / (decrease)
- $2,479,499
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.