Wrd, Inc. Employee Stock Ownership Plan — Form 5500 plan (Wrd, 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, Wrd, Inc. Employee Stock Ownership Plan is a benefit plan reported by Wrd, Inc. under EIN 58-1763631 and plan number 002. The latest loaded filing year is 2023. The filing reports 141 participants and $7,640,450 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.6MPlan net assets, end of year$7,640,450
Participants141Covered participants reported
Assets / participant$54.2KComputed: assets ÷ participants$54,188 (computed)
Provider compensationNone reported
Plan sponsor
Wrd, Inc.
EIN
58-1763631
Plan number
002
Plan type
2
Location
Peachtree City, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H20241014124502NAL0013296995001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$421.8K
Benefits paid / distributions$421.8K
Full reported line items

Net assets

Total assets (EOY)
$7,640,450
Total liabilities (EOY)
$0
Net assets (EOY)
$7,640,450
Net assets (BOY)
$6,207,451

Income & contributions

Total contributions
$0
Total income / additions
$1,854,749

Expenses & distributions

Benefits paid
$421,750
Administrative expenses
$0
Total expenses
$421,750
Net increase / (decrease)
$1,432,999

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages