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, Wealth Enhancement Group 401(K) Plan is a benefit plan reported by Wealth Enhancement Group, LLC under EIN 75-3100788 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,233 participants and $147,187,104 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $147,187,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $147,187,104
- Net assets (BOY)
- $101,718,351
Income & contributions
- Employer contributions
- $6,335,885
- Participant contributions
- $17,029,465
- Total contributions
- $31,816,765
- Total income / additions
- $52,401,534
Expenses & distributions
- Benefits paid
- $6,921,326
- Administrative expenses
- $28,085
- Total expenses
- $6,932,781
- Net increase / (decrease)
- $45,468,753