Wavestone Us Inc. 401(K) Plan — Form 5500 plan (Wavestone Us 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, Wavestone Us Inc. 401(K) Plan is a benefit plan reported by Wavestone Us Inc. under EIN 81-0835655 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $10,192,837 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wavestone Us Inc.
- EIN
- 81-0835655
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $10,192,837
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241014081839NAL0051535122001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,192,837
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,192,837
- Net assets (BOY)
- $7,139,314
Income & contributions
- Employer contributions
- $899,395
- Participant contributions
- $1,552,173
- Total contributions
- $2,803,074
- Total income / additions
- $4,317,645
Expenses & distributions
- Benefits paid
- $1,212,853
- Administrative expenses
- $46,410
- Total expenses
- $1,264,122
- Net increase / (decrease)
- $3,053,523
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,967 | $0 | 2023 |
| Trinitypoint Wealth | ADVISOR | $20,037 | not reported in the loaded dataset | 2023 |