Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Elizabeth Wende Breast Care, LLC)

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, Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Elizabeth Wende Breast Care, LLC under EIN 26-1124473 and plan number 001. The latest loaded filing year is 2023. The filing reports 174 participants and $27,825,141 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Elizabeth Wende Breast Care, LLC
EIN
26-1124473
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
174
End-of-year plan assets
$27,825,141

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023174H, C20241013094342NAL0025792353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,825,141
Total liabilities (EOY)
$0
Net assets (EOY)
$27,825,141
Net assets (BOY)
$25,625,141

Income & contributions

Employer contributions
$741,965
Participant contributions
$666,548
Total contributions
$1,410,884
Total income / additions
$5,194,003

Expenses & distributions

Benefits paid
$2,897,388
Administrative expenses
$94,321
Total expenses
$2,994,003
Net increase / (decrease)
$2,200,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group, LLCINVESTMENT/FINANCIAL ADVI$91,593$02023
Adp, Inc.RECORD KEEPER$2,727$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages