Plan5500

Wra, Inc. 401(K) Plan — Form 5500 plan (Wra, 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, Wra, Inc. 401(K) Plan is a benefit plan reported by Wra, Inc. under EIN 94-2765386 and plan number 002. The latest loaded filing year is 2023. The filing reports 156 participants and $18,096,224 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wra, Inc.
EIN
94-2765386
Plan number
002
Plan type
2
Location
San Rafael, CA
Latest filing year
2023
Participants
156
End-of-year plan assets
$18,096,224

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240916114550NAL0001419729001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,096,224
Total liabilities (EOY)
$0
Net assets (EOY)
$18,096,224
Net assets (BOY)
$16,633,672

Income & contributions

Employer contributions
$494,618
Participant contributions
$1,023,450
Total contributions
$1,631,336
Total income / additions
$4,383,946

Expenses & distributions

Benefits paid
$2,913,611
Administrative expenses
$7,783
Total expenses
$2,921,394
Net increase / (decrease)
$1,462,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Three Bell Capital LLCINVESTMENT ADVISOR$7,783not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages