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, Wha Plan For Living 401(K) And Trust is a benefit plan reported by Worth Higgins & Associates, Inc. under EIN 54-0880197 and plan number 001. The latest loaded filing year is 2023. The filing reports 224 participants and $14,354,081 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,354,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,354,081
- Net assets (BOY)
- $11,836,082
Income & contributions
- Employer contributions
- $83,471
- Participant contributions
- $854,026
- Total contributions
- $1,279,386
- Total income / additions
- $3,510,843
Expenses & distributions
- Benefits paid
- $918,336
- Administrative expenses
- $46,076
- Total expenses
- $992,844
- Net increase / (decrease)
- $2,517,999