Plain-English plan 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, Wimberly Allison Tong & Goo, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Watg Holdings, Inc. under EIN 20-4469303 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $42,195,951 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,195,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,195,951
- Net assets (BOY)
- $38,039,064
Income & contributions
- Employer contributions
- $356,979
- Participant contributions
- $1,643,139
- Total contributions
- $2,055,146
- Total income / additions
- $7,717,914
Expenses & distributions
- Benefits paid
- $3,463,726
- Administrative expenses
- $97,301
- Total expenses
- $3,561,027
- Net increase / (decrease)
- $4,156,887