2023 Form 5500 filing — Wyckoff Enterprises 401(K) Profit Sharing 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 20241014120806NAL0013251763001) for Wyckoff Enterprises 401(K) Profit Sharing Plan, reported by Wyckoff Farms, Inc. under EIN 91-0816155 and plan number 001. It reports 1,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.8MReported net assets$18,847,559
Participants1.5K1,485
Provider compensation$59.7K3 Schedule C row(s)$59,741
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014120806NAL0013251763001
- Plan sponsor
- Wyckoff Farms, Inc.
- EIN
- 91-0816155
- Plan number
- 001
- Location
- Grandview, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,847,559
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,847,559
- Employer contributions
- $648,080
- Participant contributions
- $1,132,315
- Total income / additions
- $4,428,082
- Benefits paid
- $1,431,790
- Administrative expenses
- $64,279
- Total expenses
- $1,496,069
- Net increase / (decrease)
- $2,932,013
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $27,474 | $0 |
| Cetera Advisor Networks LLC | ADVISOR | $23,609 | not reported in the loaded dataset |
| Cetera Investment Advisors LLC | ADVISOR | $8,658 | not reported in the loaded dataset |