Anna Wooten Md Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Anna Wooten Md Pc)
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, Anna Wooten Md Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Anna Wooten Md Pc under EIN 26-2987893 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $1,364,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Anna Wooten Md Pc
- EIN
- 26-2987893
- Plan number
- 001
- Plan type
- 2
- Location
- Sewickley, PA
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,364,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240905112010NAL0043524370001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,364,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,364,694
- Net assets (BOY)
- $1,208,336
Income & contributions
- Employer contributions
- $19,270
- Participant contributions
- $72,086
- Total income / additions
- $339,964
Expenses & distributions
- Benefits paid
- $180,670
- Administrative expenses
- $2,936
- Total expenses
- $183,606
- Net increase / (decrease)
- $156,358
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.