2023 Form 5500 filing — W&A Investments, 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 20240723122859NAL0025537890001) for W&A Investments, Inc. Retirement Plan, reported by W&A Investments, Inc. under EIN 81-4179766 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240723122859NAL0025537890001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W&A Investments, Inc.
- EIN
- 81-4179766
- Plan number
- 001
- Location
- Blue Ash, OH
- Participants
- 13
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,556,719
- Net assets (EOY)
- $5,556,719
- Total income / additions
- $150,817
- Benefits paid
- $11,600
- Administrative expenses
- $7,829
- Total expenses
- $19,429
- Net increase / (decrease)
- $131,388
- Schedule source
- Schedule I