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, Witte Brothers Exchange, Inc. 401k Profit Sharing Plan is a benefit plan reported by Witte Brothers Exchange, Inc. under EIN 43-0715605 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $9,101,499 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,101,499
- Total liabilities (EOY)
- $23,259
- Net assets (EOY)
- $9,078,240
- Net assets (BOY)
- $8,206,431
Income & contributions
- Employer contributions
- $109,812
- Participant contributions
- $643,586
- Total contributions
- $805,835
- Total income / additions
- $1,925,765
Expenses & distributions
- Benefits paid
- $945,637
- Administrative expenses
- $65,075
- Total expenses
- $1,053,956
- Net increase / (decrease)
- $871,809