2023 Form 5500 filing — Wealthwood Estates Inc. 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 20241015092539NAL0047189840001) for Wealthwood Estates Inc. 401(K) Plan, reported by Wealthwood Estates Inc. under EIN 46-2295638 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241015092539NAL0047189840001
Filing year
2023
Form type
2
Plan sponsor
Wealthwood Estates Inc.
EIN
46-2295638
Plan number
001
Location
Elkhorn, NE
Participants
2
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$398,687
Total liabilities (EOY)
$0
Net assets (EOY)
$398,687
Employer contributions
$0
Participant contributions
$6,000
Total income / additions
$190,315
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$190,315
Schedule source
Schedule I

Related Form 5500 pages