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, Solo W-2 Roth 401(K) Retirement Savings Plan is a benefit plan reported by Solo W-2, Inc. under EIN 94-3280129 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $8,247,860 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,247,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,247,860
- Net assets (BOY)
- $6,825,742
Income & contributions
- Employer contributions
- $632,366
- Participant contributions
- $247,691
- Total contributions
- $880,057
- Total income / additions
- $2,119,357
Expenses & distributions
- Benefits paid
- $614,700
- Administrative expenses
- $22,536
- Total expenses
- $697,239
- Net increase / (decrease)
- $1,422,118