Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust — Form 5500 plan (Wells, Wascow & Roessler, L.L.C.)
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, Wells, Wascow & Roessler, L.L.C. Profit Sharing Plan & Trust is a benefit plan reported by Wells, Wascow & Roessler, L.L.C. under EIN 46-3951425 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $5,361,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wells, Wascow & Roessler, L.L.C.
- EIN
- 46-3951425
- Plan number
- 001
- Plan type
- 2
- Location
- Mundelein, IL
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $5,361,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240719100200NAL0006689409003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,361,687
- Total liabilities (EOY)
- $180
- Net assets (EOY)
- $5,361,507
- Net assets (BOY)
- $4,550,417
Income & contributions
- Employer contributions
- $43,939
- Participant contributions
- $34,050
- Total income / additions
- $811,090
Expenses & distributions
- Net increase / (decrease)
- $811,090
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.