Wealthwood Estates Inc. 401(K) Plan — Form 5500 plan (Wealthwood Estates Inc.)
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, Wealthwood Estates Inc. 401(K) Plan is a benefit plan reported by Wealthwood Estates Inc. under EIN 46-2295638 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $398,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wealthwood Estates Inc.
- EIN
- 46-2295638
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhorn, NE
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $398,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241015092539NAL0047189840001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $398,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $398,687
- Net assets (BOY)
- $208,372
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $6,000
- Total income / additions
- $190,315
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $190,315
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.