Wayne Brothers, Inc. 401(K) Plan — Form 5500 plan (Wayne Brothers, 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, Wayne Brothers, Inc. 401(K) Plan is a benefit plan reported by Wayne Brothers, Inc. under EIN 56-1496059 and plan number 001. The latest loaded filing year is 2023. The filing reports 616 participants and $21,592,903 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wayne Brothers, Inc.
EIN
56-1496059
Plan number
001
Plan type
2
Location
Davidson, NC
Latest filing year
2023
Participants
616
End-of-year plan assets
$21,592,903

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20240911092917NAL0013872482001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,592,903
Total liabilities (EOY)
$0
Net assets (EOY)
$21,592,903
Net assets (BOY)
$16,575,474

Income & contributions

Employer contributions
$976,901
Participant contributions
$1,933,386
Total contributions
$3,001,898
Total income / additions
$6,463,199

Expenses & distributions

Benefits paid
$1,405,085
Administrative expenses
$29,060
Total expenses
$1,445,770
Net increase / (decrease)
$5,017,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services LLCADVISOR$17,441not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$11,619$02023

Related Form 5500 pages