Wayne Enterprises, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Wayne Enterprises, 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, Wayne Enterprises, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Wayne Enterprises, Inc. under EIN 76-0000815 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,301,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wayne Enterprises, Inc.
- EIN
- 76-0000815
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $5,301,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240924110707NAL0026000706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,301,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,301,632
- Net assets (BOY)
- $4,337,288
Income & contributions
- Employer contributions
- $132,443
- Participant contributions
- $401,733
- Total contributions
- $534,176
- Total income / additions
- $1,093,886
Expenses & distributions
- Benefits paid
- $65,036
- Administrative expenses
- $51,643
- Total expenses
- $129,542
- Net increase / (decrease)
- $964,344
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Advisors LLC | INVESTMENT ADVISOR | $22,800 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $15,992 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,571 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $2,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wayne Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Mutual Advisors LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation