Wold Architects & Engineers 401(K) Profit Sharing Plan — Form 5500 plan (Wold Architects & Engineers)
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, Wold Architects & Engineers 401(K) Profit Sharing Plan is a benefit plan reported by Wold Architects & Engineers under EIN 41-0940870 and plan number 001. The latest loaded filing year is 2023. The filing reports 379 participants and $49,699,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wold Architects & Engineers
- EIN
- 41-0940870
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Paul, MN
- Latest filing year
- 2023
- Participants
- 379
- End-of-year plan assets
- $49,699,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 379 | H, C | 20241007165914NAL0031508834001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,699,543
- Total liabilities (EOY)
- $252,891
- Net assets (EOY)
- $49,446,652
- Net assets (BOY)
- $39,023,617
Income & contributions
- Employer contributions
- $1,684,345
- Participant contributions
- $2,475,995
- Total contributions
- $4,160,506
- Total income / additions
- $11,786,237
Expenses & distributions
- Benefits paid
- $1,359,162
- Administrative expenses
- $4,040
- Total expenses
- $1,363,202
- Net increase / (decrease)
- $10,423,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alerus Financial, N.A. | NONE | $4,040 | $0 | 2023 |