Wayne Brothers, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wayne Brothers, Inc. (EIN 56-1496059) is a plan sponsor located in Davidson, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1496059
Location
Davidson, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,592,903
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,592,903

Contributions & income

Employer contributions
$976,901
Participant contributions
$1,933,386
Total income / additions
$6,463,199

Expenses & distributions

Benefits paid / distributions
$1,405,085
Total expenses
$1,445,770
Net increase / (decrease)
$5,017,429

Coverage

Total reported participants
1,135
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wayne Brothers, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Wayne Brothers, Inc. 401(K) Plan001616$21,592,9032023
Wayne Brothers, Inc. Employee Benefit Plan501519not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wayne Brothers, Inc.
YearPlanParticipantsSchedulesFiling
2023Wayne Brothers, Inc. 401(K) Plan616H, C20240911092917NAL0013872482001
2023Wayne Brothers, Inc. Employee Benefit Plan51920241104074432NAL0006594465001

Related Form 5500 pages