2023 Form 5500 filing — W2 Investments Enterprise Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612090428NAL0046097152001) for W2 Investments Enterprise Inc. Retirement Plan, reported by W2 Investments Enterprise Inc. under EIN 86-3744676 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240612090428NAL0046097152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W2 Investments Enterprise Inc.
- EIN
- 86-3744676
- Plan number
- 001
- Location
- New Concord, OH
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $898,130
- Net assets (EOY)
- $898,130
- Total income / additions
- $454,000
- Total expenses
- $0
- Net increase / (decrease)
- $454,000
- Schedule source
- Schedule I