1898 Waverly 401k Trust — Form 5500 plan (1898 Waverly, 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, 1898 Waverly 401k Trust is a benefit plan reported by 1898 Waverly, Inc. under EIN 47-5408911 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $725,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 1898 Waverly, Inc.
- EIN
- 47-5408911
- Plan number
- 001
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $725,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241014173934NAL0053393538001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $725,181
- Net assets (EOY)
- $725,181
- Net assets (BOY)
- $594,640
Income & contributions
- Total income / additions
- $130,541
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $130,541
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.