2023 Form 5500 filing — Wedgewood 401(K) 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 20240927184547NAL0004364320001) for Wedgewood 401(K) Plan, reported by Wedgewood, LLC under EIN 32-0474995 and plan number 001. It reports 572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927184547NAL0004364320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wedgewood, LLC
- EIN
- 32-0474995
- Plan number
- 001
- Location
- Redondo Beach, CA
- Participants
- 572
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,419,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,419,879
- Employer contributions
- $991,453
- Participant contributions
- $2,516,523
- Total income / additions
- $8,087,757
- Benefits paid
- $1,417,773
- Administrative expenses
- $181,357
- Total expenses
- $1,624,952
- Net increase / (decrease)
- $6,462,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $4,910 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | RIA | $4,540 | not reported in the loaded dataset |