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, Wakefield And Associates, LLC Tax Favored Savings Plan is a benefit plan reported by Wakefield And Associates, Inc. under EIN 84-1023982 and plan number 001. The latest loaded filing year is 2023. The filing reports 672 participants and $13,533,066 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,533,066
- Total liabilities (EOY)
- $53,488
- Net assets (EOY)
- $13,479,578
- Net assets (BOY)
- $10,609,991
Income & contributions
- Employer contributions
- $327,475
- Participant contributions
- $1,334,506
- Total contributions
- $2,717,951
- Total income / additions
- $4,519,312
Expenses & distributions
- Benefits paid
- $1,574,539
- Administrative expenses
- $75,186
- Total expenses
- $1,649,725
- Net increase / (decrease)
- $2,869,587