W & D Special Services, Inc. 401(K) Plan — Form 5500 plan (W & D Special Services, 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, W & D Special Services, Inc. 401(K) Plan is a benefit plan reported by W & D Special Services, Inc. under EIN 75-2986148 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $3,313,868 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
W & D Special Services, Inc.
EIN
75-2986148
Plan number
001
Plan type
2
Location
Mansfield, TX
Latest filing year
2023
Participants
29
End-of-year plan assets
$3,313,868

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20240530084551NAL0026431794001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,313,868
Total liabilities (EOY)
$0
Net assets (EOY)
$3,313,868
Net assets (BOY)
$2,623,731

Income & contributions

Employer contributions
$158,356
Participant contributions
$173,905
Total income / additions
$771,839

Expenses & distributions

Benefits paid
$81,600
Administrative expenses
$102
Total expenses
$81,702
Net increase / (decrease)
$690,137

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages