The Wanderlust Group, Inc. 401(K) Plan — Form 5500 plan (The Wanderlust Group, 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, The Wanderlust Group, Inc. 401(K) Plan is a benefit plan reported by The Wanderlust Group, Inc. under EIN 47-1864371 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $4,967,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Wanderlust Group, Inc.
- EIN
- 47-1864371
- Plan number
- 001
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,967,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H | 20241011220733NAL0022735937024 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,967,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,967,554
- Net assets (BOY)
- $2,992,587
Income & contributions
- Employer contributions
- $401,709
- Participant contributions
- $1,182,362
- Total contributions
- $2,220,189
- Total income / additions
- $2,945,373
Expenses & distributions
- Benefits paid
- $965,395
- Administrative expenses
- $4,508
- Total expenses
- $970,406
- Net increase / (decrease)
- $1,974,967
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.