R. Ward & Associates, Inc. Cash Balance Plan — Form 5500 plan (R. Ward & Associates, 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, R. Ward & Associates, Inc. Cash Balance Plan is a benefit plan reported by R. Ward & Associates, Inc. under EIN 58-2647597 and plan number 002. The latest loaded filing year is 2023. The filing reports 8 participants and $991,539 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. Ward & Associates, Inc.
- EIN
- 58-2647597
- Plan number
- 002
- Plan type
- 2
- Location
- Ozark, MO
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $991,539
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240319101816NAL0000360947001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $991,539
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $991,539
- Net assets (BOY)
- $756,232
Income & contributions
- Employer contributions
- $170,000
- Participant contributions
- $0
- Total income / additions
- $249,756
Expenses & distributions
- Benefits paid
- $14,193
- Administrative expenses
- $256
- Total expenses
- $14,449
- Net increase / (decrease)
- $235,307
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.