Wiseda Corporation 401(K) Plan — Form 5500 plan (Wiseda Corporation)
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, Wiseda Corporation 401(K) Plan is a benefit plan reported by Wiseda Corporation under EIN 75-1530126 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $7,306,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiseda Corporation
- EIN
- 75-1530126
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Worth, TX
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $7,306,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241009101248NAL0018995953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,306,921
- Total liabilities (EOY)
- $14,577
- Net assets (EOY)
- $7,292,344
- Net assets (BOY)
- $6,513,334
Income & contributions
- Participant contributions
- $674,392
- Total contributions
- $799,137
- Total income / additions
- $1,657,282
Expenses & distributions
- Benefits paid
- $829,349
- Administrative expenses
- $47,140
- Total expenses
- $878,272
- Net increase / (decrease)
- $779,010
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | INVESTMENT/FINANCIAL ADVI | $16,587 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,200 | $0 | 2023 |