Wendy'S Of Colorado Springs 401(K) Plan — Form 5500 plan (Wendy'S Of Colorado Springs, 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, Wendy'S Of Colorado Springs 401(K) Plan is a benefit plan reported by Wendy'S Of Colorado Springs, Inc. under EIN 84-0706429 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,540 participants and $8,338,744 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wendy'S Of Colorado Springs, Inc.
- EIN
- 84-0706429
- Plan number
- 001
- Plan type
- 2
- Location
- Colorado Springs, CO
- Latest filing year
- 2023
- Participants
- 5,540
- End-of-year plan assets
- $8,338,744
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,540 | H, C | 20241015131838NAL0016471811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,338,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,338,744
- Net assets (BOY)
- $6,915,462
Income & contributions
- Employer contributions
- $427,677
- Participant contributions
- $816,242
- Total contributions
- $1,406,112
- Total income / additions
- $2,608,272
Expenses & distributions
- Benefits paid
- $1,097,077
- Administrative expenses
- $87,913
- Total expenses
- $1,184,990
- Net increase / (decrease)
- $1,423,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpg Consultants | NONE | $39,391 | not reported in the loaded dataset | 2023 |
| Precision Wealth Management | NONE | $33,329 | not reported in the loaded dataset | 2023 |
| Qbox Fiduciary Solutions, LLC | NONE | $7,406 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $5,692 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wendy'S Of Colorado Springs, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Colorado Springs, CO
- Rpg Consultants — Schedule C compensation
- Precision Wealth Management — Schedule C compensation
- Qbox Fiduciary Solutions, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation