The Wakefield'S, Inc. Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Wakefield'S, 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 Wakefield'S, Inc. Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Wakefield'S, Inc. under EIN 63-0310051 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $2,758,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wakefield'S, Inc.
- EIN
- 63-0310051
- Plan number
- 001
- Plan type
- 2
- Location
- Anniston, AL
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $2,758,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | I | 20241008080136NAL0009465139001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,758,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,758,807
- Net assets (BOY)
- $2,378,331
Income & contributions
- Employer contributions
- $32,170
- Participant contributions
- $82,364
- Total income / additions
- $427,938
Expenses & distributions
- Benefits paid
- $33,906
- Administrative expenses
- $13,556
- Total expenses
- $47,462
- Net increase / (decrease)
- $380,476
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.