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, The Wellbridge Group, Inc. 401(K) Plan & Trust is a benefit plan reported by The Wellbridge Group, Inc. under EIN 46-1488426 and plan number 001. The latest loaded filing year is 2023. The filing reports 584 participants and $4,774,045 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,774,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,774,045
- Net assets (BOY)
- $3,892,570
Income & contributions
- Employer contributions
- $79,947
- Participant contributions
- $704,190
- Total contributions
- $834,775
- Total income / additions
- $1,532,690
Expenses & distributions
- Benefits paid
- $614,504
- Administrative expenses
- $9,973
- Total expenses
- $644,729
- Net increase / (decrease)
- $887,961