Elizabeth Wende Breast Care LLC Retirement 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 Retirement Plan is a benefit plan reported by Elizabeth Wende Breast Care, LLC under EIN 26-1124473 and plan number 003. The latest loaded filing year is 2023. The filing reports 143 participants and $6,682,384 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
003
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
143
End-of-year plan assets
$6,682,384

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143H, C20241012082044NAL0039584896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,682,384
Total liabilities (EOY)
$0
Net assets (EOY)
$6,682,384
Net assets (BOY)
$5,856,390

Income & contributions

Employer contributions
$500,000
Total contributions
$500,000
Total income / additions
$971,304

Expenses & distributions

Benefits paid
$118,580
Administrative expenses
$26,730
Total expenses
$145,310
Net increase / (decrease)
$825,994

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Waterford Group LLCNONE$26,730not reported in the loaded dataset2023

Related Form 5500 pages