Wade Incorporated 401(K) Salary Savings Plan — Form 5500 plan (Wade, Incorporated)
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, Wade Incorporated 401(K) Salary Savings Plan is a benefit plan reported by Wade, Incorporated under EIN 64-0395139 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $25,973,918 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wade, Incorporated
- EIN
- 64-0395139
- Plan number
- 001
- Plan type
- 2
- Location
- Greenwood, MS
- Latest filing year
- 2023
- Participants
- 300
- End-of-year plan assets
- $25,973,918
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 300 | H, C | 20240726135032NAL0015548113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,973,918
- Total liabilities (EOY)
- $4,526
- Net assets (EOY)
- $25,969,392
- Net assets (BOY)
- $22,259,315
Income & contributions
- Employer contributions
- $1,166,097
- Participant contributions
- $847,356
- Total contributions
- $2,013,453
- Total income / additions
- $5,387,824
Expenses & distributions
- Benefits paid
- $1,621,526
- Administrative expenses
- $53,516
- Total expenses
- $1,677,747
- Net increase / (decrease)
- $3,710,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnolia Capital Advisors | INVESTMENT ADVISOR | $58,299 | not reported in the loaded dataset | 2023 |
| Azalea Administration LLC | CONTRACT ADMIN | $0 | $9,999 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $4,462 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wade, Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Greenwood, MS
- Magnolia Capital Advisors — Schedule C compensation
- Azalea Administration LLC — Schedule C compensation
- Empower Advisory Group — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation