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, Wharton-Smith, Inc. 401(K) Plan And Trust is a benefit plan reported by Wharton-Smith, Inc. under EIN 59-2392802 and plan number 001. The latest loaded filing year is 2023. The filing reports 809 participants and $67,489,575 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,489,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,489,575
- Net assets (BOY)
- $55,584,496
Income & contributions
- Employer contributions
- $3,656,076
- Participant contributions
- $5,794,254
- Total contributions
- $9,797,062
- Total income / additions
- $19,870,316
Expenses & distributions
- Benefits paid
- $7,752,172
- Administrative expenses
- $204,420
- Total expenses
- $7,965,237
- Net increase / (decrease)
- $11,905,079