2023 Form 5500 filing — Wingate Sales Associates, Inc. 401(K) Profit Shari
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 20241015092354NAL0027938497001) for Wingate Sales Associates, Inc. 401(K) Profit Shari, reported by Wingate Sales Associates LLC under EIN 02-0472992 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015092354NAL0027938497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wingate Sales Associates LLC
- EIN
- 02-0472992
- Plan number
- 001
- Location
- Chestnut Hill, MA
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,513,483
- Total liabilities (EOY)
- $1,500
- Net assets (EOY)
- $3,511,983
- Employer contributions
- $89,032
- Participant contributions
- $86,400
- Total income / additions
- $307,809
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $307,809
- Schedule source
- Schedule I