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, Wnc & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Wnc & Associates, Inc. under EIN 95-2750891 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $25,532,491 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,532,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,532,491
- Net assets (BOY)
- $20,353,582
Income & contributions
- Employer contributions
- $587,792
- Participant contributions
- $1,735,723
- Total contributions
- $2,409,159
- Total income / additions
- $6,129,927
Expenses & distributions
- Benefits paid
- $913,330
- Administrative expenses
- $37,688
- Total expenses
- $951,018
- Net increase / (decrease)
- $5,178,909