Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(K) Plan — Form 5500 plan (Anthony Wade, Inc. Dba Stephen Wade Auto Center)
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, Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(K) Plan is a benefit plan reported by Anthony Wade, Inc. Dba Stephen Wade Auto Center under EIN 87-0393205 and plan number 001. The latest loaded filing year is 2023. The filing reports 720 participants and $18,804,517 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anthony Wade, Inc. Dba Stephen Wade Auto Center
- EIN
- 87-0393205
- Plan number
- 001
- Plan type
- 2
- Location
- St. George, UT
- Latest filing year
- 2023
- Participants
- 720
- End-of-year plan assets
- $18,804,517
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 720 | H, C | 20241004164900NAL0005835219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,804,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,804,517
- Net assets (BOY)
- $15,758,006
Income & contributions
- Employer contributions
- $606,992
- Participant contributions
- $2,045,050
- Total contributions
- $3,023,198
- Total income / additions
- $5,915,843
Expenses & distributions
- Benefits paid
- $2,669,408
- Administrative expenses
- $101,142
- Total expenses
- $2,869,332
- Net increase / (decrease)
- $3,046,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | ADVISOR | $80,202 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $12,921 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $8,019 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Anthony Wade, Inc. Dba Stephen Wade Auto Center
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in St. George, UT
- Soltis Investment Advisors LLC — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation