W&A Investments, Inc. Retirement Plan — Form 5500 plan (W&A Investments, 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, W&A Investments, Inc. Retirement Plan is a benefit plan reported by W&A Investments, Inc. under EIN 81-4179766 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $5,556,719 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W&A Investments, Inc.
- EIN
- 81-4179766
- Plan number
- 001
- Plan type
- 2
- Location
- Blue Ash, OH
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $5,556,719
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20240723122859NAL0025537890001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,556,719
- Net assets (EOY)
- $5,556,719
- Net assets (BOY)
- $5,425,331
Income & contributions
- Total income / additions
- $150,817
Expenses & distributions
- Benefits paid
- $11,600
- Administrative expenses
- $7,829
- Total expenses
- $19,429
- Net increase / (decrease)
- $131,388
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.